发电设备行业数据点评:煤电水电核准维持高位 关注哈电东电投资机会

华源证券
Jul 17

火电装机同比高增,今年有望迎来交付高峰。我国2022 年电力出现紧缺,煤电核准开始反弹。考虑煤电2-3 年建设周期,今年煤电有望迎来装机高峰。今年1—5 月,我国新增火电装机1755 万千瓦,相比去年同期新增装机大幅增长约45%,煤电设备公司交付有望迎来高速增长。2025 年煤电核准量小幅反弹,有望连续4 年维持高位。据我们不完全统计,2022、2023、2024 年分别核准煤电装机90、83、...

Source Link

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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10