电力设备行业周报：风电项目集中释放，电网投资稳步增长

华安证券

2025/10/12

（以下内容从华安证券《电力设备行业周报：风电项目集中释放，电网投资稳步增长》研报附件原文摘录）主要观点：光伏：光伏产业链价格全面持稳，海外扩产与政策加码释放中长期利好本周光伏产业链价格整体持稳，市场情绪平稳。海外政策与产能扩张持续推进，技术创新与区域布局为中长期增长注入动力。风电：国内外风电建设提速，项目集中落地支撑产业链高景气中国能建签署3GW风电总承包合同，越南总投资近30亿人民币海上风电项目...

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