电力设备行业周报:具身智能准入机制有望完善,储能出海订单逐步落地

华安证券
Dec 05

(以下内容从华安证券《电力设备行业周报:具身智能准入机制有望完善,储能出海订单逐步落地》研报附件原文摘录)主要观点:光伏:产业链价格维稳,国内招投标有序推进本周硅片、电池片、组件价格小幅下跌。海外市场需求延续强劲,对电池片价格形成一定支撑,上游价格走势小幅震荡。海外订单与政策环境仍是支撑产业链的主要动力,短期价格有望维持坚挺。风电:国内招投标高景气延续明阳智能中标华电集团700MW风光制氢项目。...

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