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华泰证券:新能源加速向用电侧价值转移,相关设备构成投资窗口

华泰证券研报指出,国家发改委和能源局发布通知推动绿电直连发展,明确新能源通过直连线路向单一用户供电的机制,强调安全优先、权责对等原则。此机制将促进新能源用电侧价值转移,带动负荷控制与分布式电源管理相关设备的投资机会。

媒体报道
华泰证券:新能源加速向用电侧价值转移,相关设备构成投资窗口 36Kr/第一财经/格隆汇

事件追踪
2025-04-25 华泰证券:一季度需求向好 电力新能源行业业绩修复可期
2025-04-11 华泰证券:煤电灵活性改造新规出台,看好灵活性改造投资机会
2025-02-10 华泰证券:险资投资黄金试点启动 或有助于增厚投资收益
2024-12-13 华泰证券展望2025年锂电板块:聚焦主产业链周期向上和新技术

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华泰证券:新能源加速向用电侧价值转移,相关设备构成投资窗口

华泰证券研报指出,国家发改委和能源局发布通知推动绿电直连发展,明确新能源通过直连线路向单一用户供电的机制,强调安全优先、权责对等原则。此机制将促进新能源用电侧价值转移,带动负荷控制与分布式电源管理相关设备的投资机会。

媒体报道
华泰证券:新能源加速向用电侧价值转移,相关设备构成投资窗口 36Kr/第一财经/格隆汇

事件追踪
2025-04-25 华泰证券:一季度需求向好 电力新能源行业业绩修复可期
2025-04-11 华泰证券:煤电灵活性改造新规出台,看好灵活性改造投资机会
2025-02-10 华泰证券:险资投资黄金试点启动 或有助于增厚投资收益
2024-12-13 华泰证券展望2025年锂电板块:聚焦主产业链周期向上和新技术

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