电力设备与新能源行业研究:假期间变化围绕绿氢、算力、储能,节后布局聚焦三季报&十五五

国金证券
Oct 10

(以下内容从国金证券《电力设备与新能源行业研究:假期间变化围绕绿氢、算力、储能,节后布局聚焦三季报&十五五》研报附件原文摘录)子行业周度核心观点:整体观点:假期期间重要行业事件及外盘异动主要围绕氢能、算力、储能方向:1)普拉格能源10月1日宣布向葡萄牙综合能源公司Galp旗下的炼油厂交付了其首个10MW GenEco电解槽阵列,引发美股氢能板块(PLUG、BLDP、FCEL、BE等)全线大涨;2)...

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