子行业周度核心观点:整体观点:能源领域政策频频下发,本周发改委、能源局先后印发《关于促进新能源消纳和调控的指导意见》、《关于促进新能源集成融合发展的指导意见》两份重磅文件,全面指向十五五期间新能源行业高质量发展。重申全球缺电+降碳诉求驱动未来3-5 年全球范围内清洁电源、新型电网建设大周期带来的丰富投资机会,储能、绿氢氨醇是显著增量环节,风电、光伏、电网也仍将保持高强度投资。储能:《关于促进新能源...
Source Link子行业周度核心观点:整体观点:能源领域政策频频下发,本周发改委、能源局先后印发《关于促进新能源消纳和调控的指导意见》、《关于促进新能源集成融合发展的指导意见》两份重磅文件,全面指向十五五期间新能源行业高质量发展。重申全球缺电+降碳诉求驱动未来3-5 年全球范围内清洁电源、新型电网建设大周期带来的丰富投资机会,储能、绿氢氨醇是显著增量环节,风电、光伏、电网也仍将保持高强度投资。储能:《关于促进新能源...
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