首页 > 资料下载 > New energy vehicle data announces good news, energy storage industry launches new policy新能源汽车数据报喜,储能
New energy vehicle data announces good news, energy storage industry launches new policy新能源汽车数据报喜,储能 New energy vehicle data announces good news, energy storage industry launches new policy新能源汽车数据报喜,储能

New energy vehicle data announces good news, energy storage industry launches new policy新能源汽车数据报喜,储能

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  • 更新时间:2021-09-22
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The world's energy structure is changing. According to McKinsey's latest forecast, by 2035, renewable energy will not produce more than half of the world's electricity at a lower price than fossil fuel power generation. This will result in lower electricity prices, lower power equipment costs, and stricter greenhouse gas (GHG) regulation. At the same time, the above changes are expected to promote power consumption in industries such as passenger cars and space warming, where fossil fuels have long been a quasi-energy source.

回顾10月,上市公司完成三季报发布。11月开启,市场再度进入业绩真空期。在电力设备与新能源行业,我们认为,对于新能源车、新能源发电、气代煤等政策长期支持、产业积极投入的细分领域,市场将保持较高的关注度。结合上市公司的产业布局与业务发展动态,建议关注板块优质标的,如:迪森股份、东方电气、浙能电力、阳光电源、英威腾、晶盛机电、太阳能、京运通。

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