子行业周度核心观点:整体观点:能源领域政策超密集下发,工信部部长就“非理性竞争”强硬表态,顶层设计充分贯彻“供需两侧发力”宗旨,指向新型电力系统及相关装备制造业高质量发展,储能及风光消纳全面受益,坚定看好电新板块行情持续性。风电:大金重工再签12.5 亿元欧洲海风订单,明阳与英国业主达成6GW 风机战略合作协议,国内企业出海节奏继续提速;金风计划投资189 亿建设绿色氢氨醇项目,龙头新业务加速扩张...
Source Link子行业周度核心观点:整体观点:能源领域政策超密集下发,工信部部长就“非理性竞争”强硬表态,顶层设计充分贯彻“供需两侧发力”宗旨,指向新型电力系统及相关装备制造业高质量发展,储能及风光消纳全面受益,坚定看好电新板块行情持续性。风电:大金重工再签12.5 亿元欧洲海风订单,明阳与英国业主达成6GW 风机战略合作协议,国内企业出海节奏继续提速;金风计划投资189 亿建设绿色氢氨醇项目,龙头新业务加速扩张...
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