電力設備行業周報：風電項目集中釋放，電網投資穩步增長

華安證券

2025/10/12

（以下內容從華安證券《電力設備行業周報：風電項目集中釋放，電網投資穩步增長》研報附件原文摘錄）主要觀點：光伏：光伏產業鏈價格全面持穩，海外擴產與政策加碼釋放中長期利好本周光伏產業鏈價格整體持穩，市場情緒平穩。海外政策與產能擴張持續推進，技術創新與區域佈局為中長期增長注入動力。風電：國內外風電建設提速，項目集中落地支撐產業鏈高景氣中國能建簽署3GW風電總承包合同，越南總投資近30億人民幣海上風電項目...

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steadily","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSLA":0.9,"TSYW.SI":0.6,"GFS":0.71},"content_text":"（以下內容從華安證券《電力設備行業周報：風電項目集中釋放，電網投資穩步增長》研報附件原文摘錄）主要觀點：光伏：光伏產業鏈價格全面持穩，海外擴產與政策加碼釋放中長期利好本周光伏產業鏈價格整體持穩，市場情緒平穩。海外政策與產能擴張持續推進，技術創新與區域佈局為中長期增長注入動力。風電：國內外風電建設提速，項目集中落地支撐產業鏈高景氣中國能建簽署3GW風電總承包合同，越南總投資近30億人民幣海上風電項目開工，中國華電集團675MW風電項目中標結果公示。本周全球風電項目集中落地，國內3GW及海外越南項目同步推進，產業鏈景氣延續高位。儲能：陽光電源正式開啓港股IPO，9月海外儲能市場持續爆單全球大儲招標數據持續火熱，儲能電芯價格上漲驗證儲能下游需求火熱。國內政策頻出助力獨立儲能市場增長，歐洲補氣周期電價上漲，歐洲户儲需求持續復甦，新興市場户儲需求超預期，建議關注大儲以及海外户儲預期修復。氫能：金風綠能年產145萬噸甲醇項目簽約，七個國家級船東協會全力支持「IMO淨零框架」IMO減排目標+歐洲碳税推動全球船運行業開啓綠色轉型，綠色甲醇前景可觀。氫能產業發展態勢良好，要素保障體系加速構建。氫能融資難度降低，國家支持新技術持續研發，整體氫能行業發展按下加速鍵，建議重點關注制氫、儲運以及氫能應用等環節。電網設備：OpenAI與AMD戰略合作，今年前8個月國內電網工程投資增速達14%AMD與OpenAI宣佈戰略性合作，攜手部署6GW AMD GPU算力。能源局發布2025年1-8月全國電力工業統計數據，全國電網工程投資完成3796億元，按年增長14%。人形機器人：Figure03機器人發布主打家庭場景，建議配置有新技術和新訂單催化的標的Figure03機器人發布主打家庭場景，賽力斯與字節跳動合作研發機器人，特斯拉Optimus機器人學會中國功夫。機器人板塊到年底催化不斷，當下時間點重點推薦T鏈新技術和新訂單標的和國內本體代工潛力大的標的。電動車：商務部對部分鋰電池實施出口管制，投資儲能和固態電池產業鏈商務部對部分鋰電池實施出口管制，實質上利好已在海外佈局產能的龍頭企業，並可能削弱高度依賴中國供應鏈的海外電池廠商的競爭優勢。建議配置盈利穩定的電池和結構件環節，長期關注受益於固態電池發展的三元正極、電解質和添加劑環節標的。風險提示新能源汽車發展不及預期；相關技術出現顛覆性突破；產品價格下降超出預期；產能擴張不及預期、產品開發不及預期；原材料價格波動。","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"}}}