核心观点新能源大发展需要能支撑起其有效装机的容量资源，主要以火电、水电、核电和储能为主，当前形势下安全冗余容量一再降低，推进可控电源建设已经迫在眉睫，我们测算，“十五五”期间年均煤电装机容量需求60-80GW，与当前市场预期30-40GW装机预期有较大差异。可控有效容量的建设相关设备公司带来业绩弹性，相关公司东方电气、哈尔滨电气；发电自动化相关公司：国电南瑞、国电南自、四方股份；发电装备上游部件...
Source Link核心观点新能源大发展需要能支撑起其有效装机的容量资源，主要以火电、水电、核电和储能为主，当前形势下安全冗余容量一再降低，推进可控电源建设已经迫在眉睫，我们测算，“十五五”期间年均煤电装机容量需求60-80GW，与当前市场预期30-40GW装机预期有较大差异。可控有效容量的建设相关设备公司带来业绩弹性，相关公司东方电气、哈尔滨电气；发电自动化相关公司：国电南瑞、国电南自、四方股份；发电装备上游部件...
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