固态电池系列1:全球政策与各国发展路径全景对比:政策风起,产业破晓
研究报告 Research Report 28 Nov 2025 各地新政限制售电盈利,有利电价企稳 New Policies Across Regions Limit Electricity Sales Profits, Stabilizing Prices (27 Nov 2025) 风光储电力政策频出,预计估值有望提升 Frequent Policies on Wind Power and PV Storage Expected to Boost Valuation (18 Nov 2025) 国投电力(600886 CH): 燃料成本对冲来水波动,现金流显著改善—维持优 于大市; 下调目标价 13%(SDIC Power Holdings: Fuel Cost Hedging Mitigates Water Flow Variability, Significantly Improves Cash Flows—Maintain OP & Cut TP by 13%) (17 Nov 2025) 新能源 New Energy 固态电池系列 1:全球政策与各国发展路径全景对比——政策风起,产业破晓 A G ...