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$思格新能(06656)$ $固德威(688390)$ 储能行业现在有个趋势，从规模竞争转向系统能力竞争。思格新能源的 AI 赋能制造、全场景方案、全球化交付，刚好符合这个趋势。它的综合竞争力，比很多只拼单一参数的玩家强太多。

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