(以下内容从国金证券《电力设备与新能源行业研究:风电8月招标量价表现强势,锂电排产及固态进展超预期》研报附件原文摘录)风电:8月央国企业主风机招标规模达10.3GW,环比增长88%,同比增长0.4%,在6、7两月招标下滑后实现强势回暖;在上半年风机价格已实现明显回暖的基础上,7、8两月风机价格中标均价进一步环增5%至1647元/kW,1-8月风机中标均价较24年全年已实现11%的上涨。量价超预期...
Source Link(以下内容从国金证券《电力设备与新能源行业研究:风电8月招标量价表现强势,锂电排产及固态进展超预期》研报附件原文摘录)风电:8月央国企业主风机招标规模达10.3GW,环比增长88%,同比增长0.4%,在6、7两月招标下滑后实现强势回暖;在上半年风机价格已实现明显回暖的基础上,7、8两月风机价格中标均价进一步环增5%至1647元/kW,1-8月风机中标均价较24年全年已实现11%的上涨。量价超预期...
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