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風電板塊走強 可再生能源發展再迎政策利好
格隆匯 08-28 10:51
格隆匯8月28日丨風電板塊走強,泰勝風能大漲近16%,通裕重工漲超14%,天能重工、中材科技、金風科技等跟漲。國家發展改革委、國家能源局8月27日聯合發佈《關於開展“風光水火儲一體化”“源網荷儲一體化”的指導意見(徵求意見稿)》,提出要積極探索“風光水火儲一體化”“源網荷儲一體化”實施路徑。將“兩個一體化”作為電力工業高質量發展的重要舉措,積極構建新型電力系統,促進電力工業轉型升級。華創證券指出,儲能是解決新能源電力消納的最有效途徑,從政策層面促進儲能在新能源項目上的應用,將讓電力企業在投資新能源項目上更加放心。可再生能源項目配合儲能,提高清潔電力利用是大勢所趨。通過政策推動儲能配套發展,將進一步推動光伏風電等可再生能源在能源結構的佔比提高。在此背景下,光伏、風電龍頭製造業企業有望長期受益。

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