电力设备与新能源行业1月第1周周报-动储电池推进反内卷,光伏出口退税取消

中银证券研究
Jan 12

研报精选本周板块行情:本周电力设备和新能源板块上涨5.02%,其中风电板块上涨22.06%,发电设备上涨18.04%,核电板块上涨10.25%,工控自动化上涨5.74%,锂电池指数上涨5.05%,新能源汽车指数上涨2.77%,光伏板块上涨2.09%。本周行业重点信息:新能源车:乘联分会:2025年全年我国实现新能源乘用车零售1,280.9万辆,同比增长17.6%。动力电池:宁德时代宣布钠电池...

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