A股储能概念股走强,海博思创涨超15%,储能电芯需求强劲
Ge Long Hui·2025-09-29 02:13

Group 1 - The core viewpoint of the article highlights the strong performance of energy storage concept stocks in the A-share market, with significant gains observed in companies such as Haibosi Chuang, Kelun Electronics, Airo Energy, and Keda [1] - Domestic demand for energy storage cells is reported to be very strong, with leading battery companies indicating that their factories are operating at full capacity and some orders extending into early next year [1] - The "New Energy Storage Scale Construction Special Action Plan" aims for China's new energy storage installed capacity to exceed 180 million kilowatts by 2027, which is expected to drive new project investments of approximately 250 billion yuan [1]