電力設備行業週報：機器人國產鏈持續推進金風綠醇氣化爐工藝驗證成功

華西證券

10/12

報告摘要1.人形機器人賽力斯鳳凰與火山引擎簽署《具身智能業務合作框架協議》隨着國內外企業佈局加速&AI 技術突破，人形機器有望迎來量產落地時點。在降本需求的驅動下，人形機器人核心零部件的國產替代需求強烈，市場空間廣闊，率先取得突破的國內企業有望深度受益。重點看好國產機器人/機器狗有望加速放量帶動的產業鏈需求。2.新能源汽車多家車企公佈9 月新能源汽車交付/銷量我們認為，9 月國內新能源汽車交付/...

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統計，24/25 年歐洲新增大儲裝機規模分別為8.8GWh/16.3GWh，同比增長79.6%/85.2%。在此背景下，國內頭部企業憑藉技術優勢與本土化佈局，已成為歐洲市場的核心參與者，持續斬獲歐洲儲能訂單。我們認為，伴隨着歐洲儲能需求持續釋放，國內頭部企業有望率先受益。金風科技3GW 風電制氫氨醇項目獲備案，興安盟綠氫制綠色甲醇項目氣化爐工藝驗證成功我們持續看好風電制綠氫綠氨綠色甲醇等綠色化工產業化落地，以及在化工原料替代與航運脱碳領域的應用空間。今年5 月中國產業發展促進會氫能分會《中國氫能技術發展研究報告2024》預測，我國氫能在交通、化工、能源、冶金等領域應用技術將在2030 年前後步入成熟期，我國各領域綠氫需求總量將達到500 萬噸/年左右。疊加IMO 鼓勵航運公司使用綠色燃料，我們持續看好綠色燃料生產、製造帶來的市場空間，看好綠色生物甲醇應用空間。4.電力設備&AIDCAMD 和OpenAI 宣佈建立戰略合作伙伴關係我們認為，海內外AIDC 景氣度高度共振，AIDC 產業鏈全面受益，重點看好具備通脹&滲透率提升邏輯的液冷賽道，國內液冷設備廠商有望跟隨行業高景氣度迎來快速發展期，持續看好積極拓展海外市場且卡位價值量佔比高、競爭格局較好的CDU、冷板、快接頭、泵、管路等環節的核心供應商。風險提示新能源汽車行業發展不達預期；新能源裝機、限電改善不達預期；產品價格大幅下降風險；電網建設不及預期、招中標情況不及預期等。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}

電力設備行業週報：機器人國產鏈持續推進 金風綠醇氣化爐工藝驗證成功

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電力設備行業週報：機器人國產鏈持續推進金風綠醇氣化爐工藝驗證成功