华泰证券:一季度电力新能源需求向好

DoNews
Dec 23

2025年一季度,电力新能源行业多领域需求向好,业绩修复可期。新能源车淡季不淡,锂电产业链量增利稳;风电陆海开工提速,出货高增长;光伏抢装推动涨价,亏损环比收窄;中美储能抢装支撑出口,欧洲大储起量;工控需求回升,AIDC与机器人热度上升。整体行业迎来景气修复窗口。

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