电力设备与新能源行业研究:算力与降碳合力驱动,全球电力源网共振,电新景气开新篇

国金证券
Nov 10, 2025

(以下内容从国金证券《电力设备与新能源行业研究:算力与降碳合力驱动,全球电力源网共振,电新景气开新篇》研报附件原文摘录)整体观点:全球缺电逻辑持续发酵,国内再迎顶层设计文件。AI算力对电力需求的迫切性,叠加全球绝大部分国家降低碳排放的诉求,将合力驱动未来3-5年全球范围内清洁电源、新型电网建设的大周期;储能,则是电力系统适应电源结构及负荷特性变化的解决方案交集所在;绿氢氨醇,则是在非电领域实现降碳...

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