近期,电网设备板块在政策与产业的双重驱动下持续活跃,成为市场结构性行情中的领涨力量。最核心的催化来自国家顶层战略的明确,在3月5日发布的政府工作报告中,“算电协同”首次被写入,并与超大规模智算集群并列,成为新型基础设施建设的重要方向。这标志着AI算力爆发带来的电力需求,已从产业共识上升为国家战略,为智能电网、虚拟电厂等细分领域打开了巨大的想象空间。与此同时,国家电网公司宣布,“十五五”期间其...
Source Link近期,电网设备板块在政策与产业的双重驱动下持续活跃,成为市场结构性行情中的领涨力量。最核心的催化来自国家顶层战略的明确,在3月5日发布的政府工作报告中,“算电协同”首次被写入,并与超大规模智算集群并列,成为新型基础设施建设的重要方向。这标志着AI算力爆发带来的电力需求,已从产业共识上升为国家战略,为智能电网、虚拟电厂等细分领域打开了巨大的想象空间。与此同时,国家电网公司宣布,“十五五”期间其...
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