2022-储能深度系列（二）：产业链龙头乘风起航
1 / 29 2022 03 16 - -2022.3.13 - - 2022.3.12 - -2022.3.10 liuqiangkysec.cn S0790520010001 ⚫ 0-1 / 1 2 3 4 5 ⚫ 0-1 ⚫ 1 2 / ⚫ 2016 ;2019 BMS 2020 2020 2.8GWh 2021 15-20GWh 2021 2021 6 9 400MWh 7 300MW /600MWh 100MWh 600MWh 0 20 40 60 80 100 120 140 0 5 10 15 20 25 30 35 40 2017 2018 2019 2020 2021 GWh 4 2019 5 2020 SNE SNE SDI, 34.50 LGC, 27.30 Panasonic, 10.90 , 6.40 , 5.50 , 0.90 , 14.50 SDI LGC Panasonic SDI, 31.00 LGC, 24.00 , 14.00 Panasonic, 10.50 , 5.50 , 0.50 , 1.00 , 13.50 SDI LGC Panasonic 7 / 29 UPS 6 Wind 13 0 BYD Cube T28 16.66 , 2.8MWh 40 90 7 8 BYD Cube 90 ESNC 2020 2021 2021 11 28 60 PACK 20GWh 2GWh 2GWh 1.53 3.79 12.43 199.02 324.83 363.49 0.77 1.17 3.42 0.00 1.00 2.00 3.00 4.00 0 100 200 300 400 2018 2019 2020 13.37 12.32 12.60 37.92 -7.83 2.23 201.01 -50 0 50 100 150 200 250 - 5.00 10.00 15.00 20.00 25.00 30.00 35.00 40.00 2018 2019 2020 2021 GWh
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