目录1.储能元年，爆发始点..................................................................................................61.115年美国储能市场增速255%..........................................................................61.21.3储能装机由发电端向用电端过度......................................................................6分地域看，加州引领全美储能产业..................................................................72.电价持续上升，储能成本加速下降............................................................................72.12.22.3美国电力零售价格不断上涨.............................................................................8储能成本进入快速下降通道.............................................................................9光伏发电成本持续下降..................................................................................123.市场激活:发电侧替代发电机组，用户侧灵活购电.................................................143.13.23.3电网及传统发电侧：储能替代峰值发电机组..................................................15工商业用户侧：储能节约峰值用电成本.........................................................18家庭用户侧：光伏+储能即将平价..................................................................214.市场空间：万亿可期................................................................................................234.14.2短期看全球电池储能产业规模达千亿............................................................23长期万亿可期.................................................................................................245.案例分析：先行者引领产业前进.............................................................................245.1AES：传统电力公司进军储能业务.................................................................255.2GE：能源互联网龙头布局储能市场...............................................................265.3Tesla：扛起光伏+储能商业模式大旗.............................................................276.投资策略：把握储能大时代的脉搏..........................................................................286.16.26.36.46.5欣旺达：消费电子老兵攻占新能源高地.........................................................29科陆电子：储能先行，多点开花....................................................................29阳光电源：能源互联网布局完善，储能业务竞争力领先...............................30南都电源：乘能源互联网东风，插上储能翅膀..............................................30圣阳股份：对接海外先进技术，成本优势明显..............................................31图目录图1图2图3图4图5图6图7图8图9图10图11图12图13图14图15图16图17图18图19图20图21图22图23图24图25美国12-20年储能累计装机规模，单位：Mw....................................................6美国储能装机分布...............................................................................................6美国储能装机分布变化趋势................................................................................7美国电价不断增长...............................................................................................8储能下降趋势....................................................................................................102018年储能成本可降至0.06美元/kwh............................................................12SolarCity光伏装机成本不断下降，单位：美元/w........................
