12月12日消息，港股电力设备股冲高，东方电气涨超7%，哈尔滨电气涨超6%，超威动力、上海电气涨 超3%，亿华通涨超2%。 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 12月12日消息，港股电力设备股冲高，东方电气涨超7%，哈尔滨电气涨超6%，超威动力、上海电气涨 超3%，亿华通涨超2%。 华泰证券发布研报重申4Q 电力消费或超预期，持续看好动力煤、电网设备和电源装备龙头在"稳增 长"+"反内卷"政策组合拳下，我国内需具备显著韧性，叠加外需出口修复如期而至，我们对2025 年电 力需求跑赢GDP 增速的全年预期不变。随着前三季度用电需求高基数效应消除，我们看好用电需求或 将进一步夯实。 责任编辑：郝欣煜 华泰证券发布研报重申4Q 电力消费或超预期，持续看好动力煤、电网设备和电源装备龙头在"稳增 长"+"反内卷"政策组合拳下，我国内需具备显著韧性，叠加外需出口修复如期而至，我们对2025 年电 力需求跑赢GDP 增速的全年预期不变。随着前三季度用电需求高基数效应消除，我们看好用电需求或 将进一步夯实。 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 责任编辑：郝欣煜 ...

此前，在北京举行的2025海上风电产业发展论坛上，《风能北京宣言2.0》正式对外发布，明确提出"十 五五"期间我国海上风电年新增装机1500万千瓦的目标，这意味着到2030年，我国海上风电累计装机规 模将突破1亿千瓦，万亿级产业链正迎来加速发展的黄金期。根据《"十五五"可再生能源发展规划》， 到2030年，我国非化石能源消费比重将达到25%，海上风电将贡献重要力量。 本文源自：智通财经网 智通财经获悉，风电股早盘走强，截至发稿，金风科技(02208)涨7.3%，报13.53港元；东方电气(01072) 涨6.29%，报22.32港元；大唐新能源(01798)涨0.93%，报2.17港元。 消息面上，近日，第十届海上风电工程技术大会在武汉举行。在专题讨论中，专家们深入探讨了海上风 电与海洋牧场、氢能、储能等业态的协同发展潜力。12月8日，在大连举行的海上风电现代产业链共链 行动大会上，三峡集团发起成立了由26家企业和科研院所组成的产业链联盟，涵盖规划设计、装备制 造、投资运营等全环节。联盟当天发布的《2025年度海上风电技术攻关清单》，明确了16项重点攻关项 目，聚焦核心轴承、国产化绝缘材料、柔性直流送出系统等 ...

国金证券研报指出，2025年第三季度风电行业经营性净现金流持续改善，板块合计达34亿元，同比增长 7亿元。尽管行业存货规模有所提升，合同负债阶段性下降，但考虑到当前风电行业在手订单规模约 300GW，预计第四季度装机旺季需求将保持高速增长，行业价格体系有望维持稳健。 消息上，据相关统计，2025年11月，华电、大唐发电、国家电投等多个大型海上风电项目相继公示中标 结果，明阳智能、金风科技、中车株洲等风电整机厂商合计斩获近百亿元订单。 12月11日，港股风电股集体拉升上涨，其中，金风科技、东方电气涨超6%，瑞丰新能源涨超3%，大唐 新能源、龙源电力跟涨。 | 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 02208 | 金风科技 | 13.420 | 6.42% | | 01072 | 东方电气 | 22.300 | 6.19% | | 00527 | 瑞风新能源 | 0.650 | 3.17% | | 01798 | 大唐新能源 | 2.160 | 0.47% | | 00916 | 龙源电力 | 6.840 | 0.29% | 港股频道更多独家策划、 ...

Group 1 - The World Bank has raised its economic growth forecast for China in 2025, attributing this to more proactive fiscal policies and moderately loose monetary policies that support domestic consumption and investment [1] - The diversification of China's export markets is expected to enhance export resilience, with future economic growth increasingly relying on domestic demand [1] - The head of the World Bank's China office emphasized that structural reforms and a more predictable business environment will boost confidence and lay the foundation for resilient and sustainable growth [1] Group 2 - The Shanghai 180 Index (000010) includes 180 large-cap, liquid securities from the Shanghai stock market, reflecting the overall performance of core listed companies [2] - As of November 28, 2025, the top ten weighted stocks in the Shanghai 180 Index account for 26.13% of the index, with notable companies including Kweichow Moutai (600519) and Zijin Mining (601899) [2] - The Shanghai 180 ETF (530280) closely tracks the Shanghai 180 Index, with various connection funds available for investors [2]

每日经济新闻 每经AI快讯，可控核聚变概念表现活跃，雪人集团拉升封板，永鼎股份此前涨停，精达股份、哈焊华 通、东方电气、西部超导等涨幅居前。 ...

Core Viewpoint - The A-share market for energy storage concept stocks has shown significant strength, with various companies experiencing substantial gains, indicating a positive outlook for the energy storage sector driven by ongoing demand and market developments [1]. Group 1: Market Performance - On December 11, energy storage concept stocks collectively surged, with notable gains including Nandu Power rising over 12%, Shenghui Technology over 10%, and several others reaching the daily limit of 10% [1]. - Key stocks and their performance include: - Nandu Power: +12.18%, Market Cap: 17 billion - Shenghui Technology: +10.67%, Market Cap: 4.179 billion - China Tianying: +10.09%, Market Cap: 14.6 billion - Hancable: +10.03%, Market Cap: 13.5 billion - Jinchuan Group: +9.98%, Market Cap: 11.1 billion - Goldwind Technology: +9.97%, Market Cap: 71.7 billion - Zhongli Group: +9.97%, Market Cap: 10.9 billion - Galaxy Electronics: +7.68%, Market Cap: 7.581 billion - Dongfang Electric: +6.41%, Market Cap: 78.1 billion - Guoji Heavy Industry: +6.12%, Market Cap: 36.3 billion [2]. Group 2: Industry Outlook - According to CICC, the demand for the energy storage industry is expected to remain robust through 2026 due to several factors: 1. The ongoing global energy transition, which increases the reliance on energy storage and grid infrastructure as the share of wind and solar installations rises, alongside the anticipated growth of AI-related energy storage projects [1]. 2. Significant tendering and project planning in major markets such as China, the U.S., and Europe, along with emerging demand in regions like the Middle East, India, Australia, and Chile [1]. 3. Continued strong demand for household and commercial energy storage solutions, driven by persistent electricity shortages in emerging markets [1].

国金证券研报指出，2025年第三季度风电行业经营性净现金流持续改善，板块合计达34亿元，同比增长 7亿元。尽管行业存货规模有所提升，合同负债阶段性下降，但考虑到当前风电行业在手订单规模约 300GW，预计第四季度装机旺季需求将保持高速增长，行业价格体系有望维持稳健。 | 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 02208 | 金风科技 | 13.420 | 6.42% | | 01072 | 东方电气 | 22.300 | 6.19% | | 00527 | 瑞风新能源 | 0.650 | 3.17% | | 01798 | 大唐新能源 | 2.160 | 0.47% | | 00916 | 龙源电力 | 6.840 | 0.29% | 港股风电股集体拉升上涨，其中，金风科技、东方电气涨超6%，瑞丰新能源涨超3%，大唐新能源、龙 源电力跟涨。 消息上，据相关统计，2025年11月，华电、大唐发电、国家电投等多个大型海上风电项目相继公示中标 结果，明阳智能、金风科技、中车株洲等风电整机厂商合计斩获近百亿元订单。 ...

风电股早盘走强，截至发稿，金风科技（002202）(02208)涨7.3%，报13.53港元；东方电气（600875） (01072)涨6.29%，报22.32港元；大唐新能源(01798)涨0.93%，报2.17港元。 此前，在北京举行的2025海上风电产业发展论坛上，《风能北京宣言2.0》正式对外发布，明确提出"十 五五"期间我国海上风电年新增装机1500万千瓦的目标，这意味着到2030年，我国海上风电累计装机规 模将突破1亿千瓦，万亿级产业链正迎来加速发展的黄金期。根据《"十五五"可再生能源发展规划》， 到2030年，我国非化石能源消费比重将达到25%，海上风电将贡献重要力量。 消息面上，近日，第十届海上风电工程技术大会在武汉举行。在专题讨论中，专家们深入探讨了海上风 电与海洋牧场、氢能、储能等业态的协同发展潜力。12月8日，在大连举行的海上风电现代产业链共链 行动大会上，三峡集团发起成立了由26家企业和科研院所组成的产业链联盟，涵盖规划设计、装备制 造、投资运营等全环节。联盟当天发布的《2025年度海上风电技术攻关清单》，明确了16项重点攻关项 目，聚焦核心轴承、国产化绝缘材料、柔性直流送出系统等"卡 ...

此前，在北京举行的2025海上风电产业发展论坛上，《风能北京宣言2.0》正式对外发布，明确提出"十 五五"期间我国海上风电年新增装机1500万千瓦的目标，这意味着到2030年，我国海上风电累计装机规 模将突破1亿千瓦，万亿级产业链正迎来加速发展的黄金期。根据《"十五五"可再生能源发展规划》， 到2030年，我国非化石能源消费比重将达到25%，海上风电将贡献重要力量。 智通财经APP获悉，风电股早盘走强，截至发稿，金风科技(02208)涨7.3%，报13.53港元；东方电气 (01072)涨6.29%，报22.32港元；大唐新能源(01798)涨0.93%，报2.17港元。 消息面上，近日，第十届海上风电工程技术大会在武汉举行。在专题讨论中，专家们深入探讨了海上风 电与海洋牧场、氢能、储能等业态的协同发展潜力。12月8日，在大连举行的海上风电现代产业链共链 行动大会上，三峡集团发起成立了由26家企业和科研院所组成的产业链联盟，涵盖规划设计、装备制 造、投资运营等全环节。联盟当天发布的《2025年度海上风电技术攻关清单》，明确了16项重点攻关项 目，聚焦核心轴承、国产化绝缘材料、柔性直流送出系统等"卡脖子"环节。 ...

Core Viewpoint - The A-share market's energy storage concept stocks have collectively strengthened, indicating a positive outlook for the energy storage industry driven by ongoing global energy transition trends and strong demand in various markets [1]. Industry Summary - The energy storage sector is expected to maintain high demand through 2026 due to several factors: 1. Continuous global energy transition trends necessitating grid and energy storage construction as the share of wind and solar installations increases, alongside the anticipated rise in AI-related energy storage projects [1]. 2. Significant tendering and planned projects in major markets including China, the U.S., and Europe, as well as emerging demand in the Middle East, India, Australia, and Chile [1]. 3. Strong demand for household and industrial energy storage solutions, with persistent electricity shortages in emerging markets [1]. Company Performance - Notable stock performances in the energy storage sector include: - Nandu Power (南都电源) increased by 12.18%, with a market cap of 17 billion and a year-to-date increase of 17.53% [2]. - Shenghui Technology (昇辉科技) rose by 10.67%, with a market cap of 4.179 billion and a year-to-date increase of 21.39% [2]. - China Tianying (中国天楹) saw a 10.09% increase, with a market cap of 14.6 billion and a year-to-date increase of 26.33% [2]. - Other companies such as Hancable (汉缆股份), Jinchuan Group (今创集团), and Goldwind Technology (金风科技) also experienced significant gains, with increases ranging from approximately 5% to nearly 10% [2].