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我国风电装机规模连续15年居世界第一
Sou Hu Cai Jing· 2025-10-21 07:28
(央视财经《正点财经》)记者从中国电力企业联合会获悉,截至目前,我国风电装机规模已连续15年稳居世界第一。 我国风电持续保持高速稳定发展,正进入年均新增装机1亿千瓦以上的新时代。 中国可再生能源学会风能专业委员会秘书长 秦海岩:中国风电未来合理的发展目标为,"十五五"期间年新增装机容量不 低于1.2亿千瓦,确保2030年中国风电累计装机容量达到13亿千瓦,到2060年累计装机达到50亿千瓦。 最新数据显示,截至目前,全国风电新增并网容量超5784万千瓦,累计并网容量5.8亿千瓦,占全国发电装机容量的 15.7%,规模以上企业风电发电量占全社会用电量的10.1%。 我国风能资源丰富,开发潜力巨大。据了解,"三北"地区陆上风能资源经济技术开发量超过75亿千瓦,通过本地消纳与 跨区平衡,可提供最低成本的电力供应;中东南部陆上风能资源经济技术开发量超过25亿千瓦,因地制宜集约发展空间 广阔;离岸300公里范围内海上风能资源经济技术开发量超过27亿千瓦,已进入大规模商业化开发阶段。 同时,我国风电整机企业加快"走出去"步伐,已实现对全球六大洲57个国家的机组出口,7家整机商已在海外建厂或正在 推进建厂计划。 中国可再生 ...
华源证券给予思特威“买入”评级,前三季度业绩保持高增长,三大业务齐头并进
Sou Hu Cai Jing· 2025-10-21 07:27
Group 1 - The core viewpoint of the report is that Shitwei (688213.SH) is rated as "Buy" due to its leading efficiency in mobile business iteration and a multi-layered layout of 50 million pixel products [1] - The automotive electronics business has significantly increased its multi-category shipment volume, which is expected to become a long-term growth driver for the company [1] - The traditional security market share remains stable, and the company is expanding into various machine vision applications [1]
东吴证券给予藏格矿业“买入”评级,2025年三季报点评:盐湖锂复产,巨龙二期放量在即
Sou Hu Cai Jing· 2025-10-21 07:27
Group 1 - The core viewpoint of the report is that Dongwu Securities has given a "buy" rating for Cangge Mining (000408.SZ) based on several positive performance indicators [1] Group 2 - Q3 performance met expectations, indicating stable operational efficiency [1] - Lithium production at Cangge Lithium has officially resumed, with an annual production and sales plan adjustment down by 2,490 tons, while lithium prices show strong bottom support [1] - Potash prices increased further in Q3, and unit costs continued to decline, enhancing profitability [1] - Copper production and sales saw a quarter-on-quarter increase in Q3, contributing to sustained investment returns [1] - Operating cash flow in Q3 improved year-on-year, reflecting better cash management [1]
东莞证券给予海大集团“买入”评级,2025年三季报点评:收入保持较快增长
Sou Hu Cai Jing· 2025-10-21 07:27
Group 1 - Dongguan Securities issued a report on October 20, giving Haida Group (002311.SZ) a "buy" rating due to strong growth in feed sales and ongoing internationalization strategy [1] - The company is expected to maintain rapid growth in feed sales, which is a key factor for the positive rating [1] - The internationalization strategy is being actively pursued, indicating the company's commitment to expanding its market presence [1] Group 2 - The report highlights potential risks including intensified competition, fluctuations in raw material prices, exchange rate volatility, and challenges in the execution of the internationalization strategy [1]
华源证券给予九号公司“增持”评级,智能短交通龙头地位稳固,新品类多点开花
Sou Hu Cai Jing· 2025-10-21 07:27
Group 1 - The core viewpoint of the report is that Huayuan Securities has given a "Buy" rating to Ninebot Company (689009.SH) based on its competitive advantages and growth prospects [1] - The company's competitive advantages include its research and development in general technology for short-distance transportation, as well as established overseas brands and distribution channels [1] - Ninebot maintains a leading position in the high-end intelligent two-wheeler market, with revenue recovery in both B2B and self-branded scooters [1] Group 2 - New business segments such as all-terrain vehicles and robotic lawn mowers show significant cost-effectiveness and intelligence advantages, rapidly expanding into overseas markets [1]
东吴证券给予润本股份“买入”评级,2025年三季报点评:天气影响、费用前置等多因素拖累Q3业绩,期待未来新品放量
Sou Hu Cai Jing· 2025-10-21 07:27
每经AI快讯,东吴证券10月20日发布研报称,给予润本股份(603193.SH)"买入"评级。评级理由主要 包括:1)公司2025Q3营收+16.67%;2)毛利率有所波动,财务费用率、销售费用率有所上升;3) 25Q3期内驱蚊产品实现高增。风险提示:行业竞争加剧,新品推广进展不及预期,宏观经济波动。 免责声明:本文内容与数据仅供参考,不构成投资建议,使用前请核实。据此操作,风险自担。 每日经济新闻 每经头条(nbdtoutiao)——展望"十五五"|专访财政部原副部长朱光耀:未来几年中国经济增速有望保 持4.5%~5%,可再生能源、人工智能等领域将成重要推动力 (记者 王瀚黎) ...
工业富联:10月20日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-10-21 07:25
(记者 王晓波) 每经头条(nbdtoutiao)——展望"十五五"|专访财政部原副部长朱光耀:未来几年中国经济增速有望保 持4.5%~5%,可再生能源、人工智能等领域将成重要推动力 每经AI快讯,工业富联10月20日晚间发布公告称,公司第三届第二十七次董事会会议于2025年10月20 日以书面传签的方式召开。会议审议了《富士康工业互联网股份有限公司2025年半年度利润分配预案》 等文件。 ...
神火股份:10月17日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-10-21 07:25
Group 1 - Company Shenhui Co., Ltd. announced on October 20 that its 22nd meeting of the 9th board of directors was held via communication on October 17, 2025 [1] - The meeting reviewed the proposal regarding the independent operation of the carbon project of its subsidiary Yunnan Shenhui Aluminum Co., Ltd. and the establishment of a wholly-owned subsidiary [1] Group 2 - Former Vice Minister of Finance Zhu Guangyao expressed that China's economic growth rate is expected to maintain between 4.5% and 5% in the coming years [1] - Key driving forces for this growth are anticipated to be in renewable energy and artificial intelligence sectors [1]
科大讯飞:10月19日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-10-21 07:24
Group 1 - The company Keda Xunfei announced that its sixth board meeting will be held on October 19, 2025, combining in-person and video conferencing formats [1] - The meeting will review the company's Q3 2025 report among other documents [1] Group 2 - Former Vice Minister of Finance Zhu Guangyao expressed that China's economic growth rate is expected to maintain between 4.5% and 5% in the coming years [1] - Key driving forces for this growth are anticipated to be renewable energy and artificial intelligence sectors [1]
歌尔股份:10月20日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-10-21 07:20
Group 1 - The company, GoerTek, announced on October 20 that its 34th meeting of the sixth board of directors was held via communication voting, where it reviewed the proposal to grant stock options to incentive targets [1] Group 2 - The former Vice Minister of Finance, Zhu Guangyao, expressed optimism about China's economic growth rate, projecting it to maintain between 4.5% and 5% in the coming years, with renewable energy and artificial intelligence identified as key driving forces [1]