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A股異動丨多重利好刺激,風電設備股集體走強
A股市場風電設備股持續走強,海鍋股份20CM升停,飛沃科技升超13%,海力風電升超10%,吉鑫科技10CM升停,大金重工、中環海陸升超7%,天順風能升超5%。消息面上,7月18日,廣東省湛江市徐聞縣發展和改革局發佈《關於中核集團新華髮電湛江徐聞東二海上風電項目核准的批覆》,同意建設該項目。至此,廣東省2023年省管海域海上風電競爭配置項目全部完成核準。另外,上海市政協近日召開“推進能源結構轉型,助推上海實施雙碳戰略”重點提案專題督辦辦理推進會。從會上獲悉,深遠海風電是上海市未來可持續開發的最大綠電資源寶庫,上海市市發改委已編制規劃並獲得國家批覆,總規模2930萬千瓦,全部建成後每年可提供約1000億千瓦時綠電。此外,廣西深遠海風電6500MW即將啟動競配。7月19日,國家能源招標網發佈《國電電力廣西風電開發有限公司海上風電競爭性配置技術服務公開招標項目招標公吿》。還值得注意的是,7月19日,國常會研究加力支持大規模設備更新和消費品以舊換新政策措施。

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