电力设备股随大市走高 东方电气(01072)涨6.30% 机构指电力需求增长与电气化率提升主线不变

金吾财讯
Nov 10

金吾财讯 | 电力设备股随大市走高,截至发稿,东方电气(01072)涨6.30%,东北电气(00042)涨1.82%,哈尔滨电气(01133)涨1.47%,超威动力(00951)涨1.43%,天能动力(00819)涨1.42%。华泰证券表示,11月8日,国务院发布《碳达峰碳中和的中国行动》白皮书,重申坚定不移推进碳达峰碳中和战略,并总结了历史成果与实践经验。回顾中国降碳历程,在煤气水核风光储多能并举、合理布局的路径下,能源结构转型成效显著;同时储能与电网升级的职能明确,有望持续支撑新型电力系统建设。在最高负荷和整体电力需求持续上行背景下,建设新型电力系统成为保障电力安全与清洁供给的必然要求,进而带动源网与供应链设备侧的增量需求空间。该机构重申三大方向值得关注:1)新能源+储能系统:保障新型电力系统稳定出力与清洁降碳的关键路径。通过新能源配储一体化模式,系统有望加速迈向平价。2)电网智能化与改造升级:通过完善电网主网架结构、加快配网升级改造、发展智能微网等提高新能源消纳与电力稳定供应能力。3)传统电源新定位/新技术:新型电力系统不仅强调风光等新能源发展,更关注因地制宜、基于实际需求进行多类型能源布局。煤电等传统电源将承担调峰和容量备用等新职能,同时抽蓄、四代核电等新技术亦有望加速推进。

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