国金证券:全球缺电,中国能源与制造优势凸显

国金证券股份有...
Nov 19, 2025

在全球AI算力需求激增与制造业复苏共振的背景下,电力供需矛盾正从区域性短缺演变为全球性周期。同时,A股市场在AI算力、电力设备及有色金属等板块轮动中表现活跃,尤其是电力设备与新能源板块持续走强。国金证券研究所策略组联合新能源与电力设备组、前沿科技组、机械组举办行业电话会议并发布最新深度行业报告《AI的尽头是电力》。报告指出,全球正进入新一轮缺电周期,而中国凭借能源与制造业的双重优势,有望成为全球...

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