兴业研究：储能容量租赁价格大幅下跌，新电站租赁收入下跌风险已基本出清

今天《人民日报》头版的主要内容有： 1、习近平在四川考察时强调 推动新时代治蜀兴川再上新台阶 奋力谱写中国式现代化四川新篇章 返京途中在陕西汉中考察 蔡奇陪同考察； 2、中欧班列今年累计开行达万列 发送货物108.3万标准箱，同比增长27%。","multimedia":{"img_url":["https://n.sinaimg.cn/zhibo/648/w597h851/20230730/c923-7ade35929e6a1ff18b27f2cd9d8fce43.png"]},"commentid":"live:finance-152-3192651:0","compere_id":0,"creator":"liyuan20@staff.sina.com.cn","mender":"liyuan20@staff.sina.com.cn","create_time":"2023-07-30 07:54:14","update_time":"2023-07-30 07:54:14","is_need_check":"1","check_time":"2023-07-30 07:57:30","check_status":"1","check_user":"yongsheng6@staff.sina.com.cn","is_delete":0,"top_value":0,"is_focus":0,"source_content_id":"0","anchor_image_url":"","anchor":"直播员","ext":"{"stocks":[],"needPush":false,"needAIPush":false,"needCMSLink":true,"needCalender":false,"needProvince":"四川"}","old_live_cid":"0","tab":"","tag":[{"id":"1","name":"宏观"},{"id":"9","name":"焦点"}],"like_nums":0,"comment_list":{"list":[],"total":0,"thread_show":0,"qreply":0,"qreply_show":0,"show":0},"docurl":"","rich_text_nick_to_url":[],"rich_text_nick_to_routeUri":[],"compere_info":""},{"id":3192650,"zhibo_id":152,"type":0,"rich_text":"【兴业研究：储能容量租赁价格大幅下跌，新电站租赁收入下跌风险已基本出清】兴业研究公司储能行业2023年7月报认为，2023年上半年，中国新型储能中标规模超过14.10GW/31.1GWh，同比增加327%，处于快速增长状态。储能系统设备价格持续下降，上半年降幅达到28%。受储能系统设备价格下跌影响，上半年宁夏储能容量租赁中标价下降27%，考虑到储能系统设备价格下跌空间已不大，未来共享储能电站容量租赁费下跌的风险较低，可积极关注新建共享储能电站融资业务。