万亿储能市场，新能源、光伏后关键一站，14 家公司名单：
一、深耕储能电池优质标的：宁德时代、比亚迪、天能动力、鹏辉能源、亿纬锂能、国轩高科等。
二、新型创新储能路线 (钠离子电池) 优质标的：宁德时代、天能动力、华阳股份、浙江医药等；
三、逆变器行业优质标的：阳光电源、锦浪科技、固德威等；
四、系统集成行业优质标的：派能科技、盛弘股份。
$CATL(300750.SZ)$BYD(002594.SZ)$TIANNENG POWER(00819.HK)
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