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日月股份(603218.SH):近期關注到中國電力企業聯合會發佈的《2021年上半年全國電力供需形勢分析預測報吿》
格隆匯 07-29 21:28

格隆匯7月29日丨日月股份(603218.SH)發佈股票交易異常波動公吿公司作為風電行業鑄件供應商,近期關注到中國電力企業聯合會發佈的2021年上半年全國電力供需形勢分析預測報吿》中提及截止2021年上半年中國風電併網達到2.9億千瓦,並預測全年併網將達到3.3億千瓦,根據國家能源局數據,2021年上半年中國新增裝機量為 1084 萬千瓦(10.84GW),根據以上數據推測2021年下半年有接近4000萬千瓦(40GW)的新增容量的報吿,對整個風電市場2021年下半年形成了較好的市場預期。截止目前,公司面對大宗材料價格處於高位震盪態勢,內部穩步推動各項技改提效、工藝升級、成本費用管控工作有序的滿足核心客户產品的交付,20217月初到目前公司產品生產和交付節奏未有明顯的變化,產能仍維持較好的利用率

短期來看,由於主要材料價格處於高位產品成本帶來一定壓力,可能會擠壓公司產品獲利能力

2021年作為陸上風電平價上網第一年,整個行業面臨如何實現技術迭代降低度電成本以實現風電平價上網的問題

長期來看,中國領導人20209月份提出3060”規劃,全球主要發達國家均提出碳達峯和碳中和規劃解決方案,風電行業作為可再生能源的主力軍,行業面臨長期穩定發展的歷史機遇

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