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午后大反攻！张忆东：冬至前后或将利空出尽，现在撒种，明年一定有丰厚收获！四条主线来了_蜘蛛资讯网

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，其年度新增装机将在2026年增长逾一倍。大量已开工建设或融资到位的储备项目，其中多数配建光伏资产将成为增长引擎。巴西推迟至 2026 年举行的储能竞价也应维持该地区的增长势头。　　曾几何时，国内储能市场高度依赖“强制配储”政策，项目自身回报率低，开发商缺乏为储能支付溢价的动力。　　阳光电源（300274.SZ）在近期的投资者调研中便坦言，2025年公司国内储能发货量从9GWh下滑至7GWh，主要

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