电力设备概念拉升 威胜控股(03393)涨5.35% 两部门发布可再生能源发展“十五五”规划

金吾财讯
Jul 23

金吾财讯 | 电力设备概念拉升,威胜控股(03393)涨5.35%,东方电气(01072)涨4.45%,金风科技(02208)涨4.31%,哈尔滨电气(01133)涨4.29%,上海电气(02727)涨3.38%,协鑫科技(03800)涨3.28%,亿华通(02402)涨2.68%,潍柴动力(02338)涨2.62%,天能动力(00819)涨2.09%。消息面上,国家发展改革委、国家能源局印发《可再生能源发展“十五五”规划》。核心目标包括:到2030年,可再生能源消费总量达18亿吨标准煤左右,可再生能源发电总装机达35亿千瓦左右,年发电量达6万亿千瓦时左右,超过2025年美国和日本年发电量之和,与煤电发电量基本相当。风电和太阳能发电总装机达28亿千瓦以上,装机占比超过50%,还有10亿千瓦的增长空间。重点任务包括“三北”风电光伏基地、海上风电、水风光一体化和分布式新能源布局,积极推动生物质、光热及海洋能发电发展,积极发展绿色氢氨醇、风光供热等可再生能源非电利用,强化技术创新攻关和产业链供应链建设,提升新能源电站市场化运营能力。可再生能源产业投资规模大、带动效应强,预计“十五五”期间产业总投资规模将超5万亿元,将驱动前沿科技研发、风电光伏等装备制造、电站施工、算电协同等产业链上下游协同发展,成为强劲绿色增长动能。国信证券指,国内风电装机在下半年进入旺季,预计未来几个月累计装机同比增速持续提高,风电产业链的营收和盈利能力也随着出货量的环比提升而逐步改善。

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