(以下内容从开源证券《风电行业2026年度投资策略:乘风而起,行业业绩与信心共振》研报附件原文摘录)1.“十五五”国内风电装机有望再上台阶在“双碳”目标及2035年风光装机达36亿千瓦的规划指引下,国内风电需求基本盘稳固,在新能源全面入市的背景下,由于风电出力与负荷曲线更匹配,风电的上网电价较高,业主的新能源项目开发偏好正在向风电倾斜。2024年国内风电新增装机86.99GW,2021-2024年...
Source Link(以下内容从开源证券《风电行业2026年度投资策略:乘风而起,行业业绩与信心共振》研报附件原文摘录)1.“十五五”国内风电装机有望再上台阶在“双碳”目标及2035年风光装机达36亿千瓦的规划指引下,国内风电需求基本盘稳固,在新能源全面入市的背景下,由于风电出力与负荷曲线更匹配,风电的上网电价较高,业主的新能源项目开发偏好正在向风电倾斜。2024年国内风电新增装机86.99GW,2021-2024年...
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