金吾财讯 | 交银国际研报指，中国内地光伏/风电5月单月新增装机同比大升388%/801%。 其中光伏新增装机更是创出了月度新高的92.9GW，风电新增装机26GW，为去年12月的94%。5月份的抢装在该机构预期之内，因政策节点时间影响项目电价的厘定方法。该机构指，1-5月内地风电/光伏累计新增装机量分别达到该机构预期的47%/73%，但目前该机构仍维持对2025年内的新增装机预测不变，但该机构认为光伏新增装机透支明显，预期风电12月仍是装机高峰。选股方面，该机构预期抢装后的新增发电量对在上半年业绩期内的贡献较少，投资者应较关心期内电价及利用率的同比下行幅度。目前该机构仍偏好股息率较高（>6%）的中国电力（02380/买入）及京能清洁能源（00579/买入）。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.