电力设备新能源行业周报:“强预期”注入 产业链价格企稳

国元证券
Aug 12, 2025

报告要点周度行情回顾2025 年08 月4 日至08 月8 日,上证综指上涨2.11%,深证成指上涨1.25%,创业板指上涨0.49%。其中申万电力设备上涨1.94%,较沪深300 跑赢0.71pct。细分子行业来看,申万光伏设备/风电设备/电池/电网设备分别涨跌1.29%/4.50%/0.99%/3.08%。重点板块跟踪晶澳科技:8 月5 日,山南市扎囊县罗堆村50MW 光伏治沙示范性项目光伏...

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