#XAU/USD# 【新能源】侧重光伏、储能等，在碳中和的大背景下，海外需求全面开花，有望充分受益于全球光伏需求增长，光伏产品渗透率从3%到10%的提升，是真正值得重视的核心矛盾；储能是风光等新能源和电网之间的桥梁，是大力发展新能源必不可少的一站，是市场空间可能达万亿体量的大场景，必然是一次可以与历次大机会相媲美的大机会，因为新能源龙头不会错失储能，非新能源行业公司有弯道超车的机会，储能是下一个光伏赛道！投资做得越久越能体会大道至简，我们更应该注重大格局和战略上的成功，新能源虽然赛道拥堵，但就算泡沫，也是十年才有一次的机会，所以我们一直在策略坚守
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