(以下内容从华安证券《电力设备行业周报:风电项目集中释放,电网投资稳步增长》研报附件原文摘录)主要观点:光伏:光伏产业链价格全面持稳,海外扩产与政策加码释放中长期利好本周光伏产业链价格整体持稳,市场情绪平稳。海外政策与产能扩张持续推进,技术创新与区域布局为中长期增长注入动力。风电:国内外风电建设提速,项目集中落地支撑产业链高景气中国能建签署3GW风电总承包合同,越南总投资近30亿人民币海上风电项目...
Source Link(以下内容从华安证券《电力设备行业周报:风电项目集中释放,电网投资稳步增长》研报附件原文摘录)主要观点:光伏:光伏产业链价格全面持稳,海外扩产与政策加码释放中长期利好本周光伏产业链价格整体持稳,市场情绪平稳。海外政策与产能扩张持续推进,技术创新与区域布局为中长期增长注入动力。风电:国内外风电建设提速,项目集中落地支撑产业链高景气中国能建签署3GW风电总承包合同,越南总投资近30亿人民币海上风电项目...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.