电力设备新能源行业周报:政策窗口开启 本土制造升级

国元证券
Sep 24

报告要点:周度行情回顾2025 年09 月15 日至09 月19 日,上证综指下跌1.30%,深证成指上涨1.14%,创业板指上涨2.34%。其中申万电力设备上涨3.07%,较沪深300 跑赢3.51pct。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-0.84%/5.26%/5.56%/2.06%。重点板块跟踪根据北极星风力发电网对市场上几款主流机型的不完全统计,按不含塔筒的中...

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