电力设备及新能源周报 20260301 本周（20260224-20260227）板块行情 电力设备与新能源板块：本周上涨 1.89%，涨跌幅排名第 16，弱于上证指数。本周风 力发电指数涨幅最大，锂电池指数跌幅最大。风力发电指数上涨 5.73%，核电指数上 涨 5.29%，储能指数上涨 4.64%，新能源汽车指数上涨 3.61%，工控自动化指数上涨 2.08%，太阳能指数上涨 1.25%，锂电池指数下跌 4.74%。 新能源车：26 年 1 月欧洲车市大众领跑但显疲态，中国新势力竞争力增强 2026 年 1 月，欧洲汽车市场混合动力车（HEV）占比最高，达 38.5%；纯电动车（BEV） 占比 19.7%。中资车企表现亮眼：上汽集团当月销量 1.93 万辆，市场份额 2.0%；比 亚迪销量 1.82 万辆，与上汽共同超越特斯拉。大众集团以 26.7%的份额、25.67 万辆 销量位居榜首，但同比下滑 3.8%。整体来看，中国品牌在欧洲新能源市场竞争力显著 增强。 新能源发电：光伏龙头筹划收购，行业破除"内卷"信号明显 通威股份筹划收购丽豪清能 100%股权，成为 2026 年多晶硅行业首例市场化整合， 是本 ...

Core Viewpoint - SpaceX's Starship successfully completed its 11th test flight, marking a significant milestone in achieving a fully reusable rocket system and paving the way for future space transportation advancements [1][4]. Group 1: Test Flight Achievements - The 11th test flight of Starship was a complete success, achieving a controlled return to Earth after launch, which fulfills the goal of a complete launch-to-water landing cycle [1][7]. - This flight utilized upgraded Raptor 2 engines and focused on validating critical systems such as thermal protection, engine restart, and payload release [6][11]. - The successful test flight is seen as a graduation for the second generation of Starship, indicating readiness for further development [7]. Group 2: Financial and Technical Aspects - SpaceX has invested over $5 billion in the Starship project, with significant expenditures on the Boca Chica launch site and new facilities in Florida [3][4]. - The potential for reducing launch costs to a few million dollars per flight is highlighted, which could make space transportation as frequent as commercial airline travel [4][11]. Group 3: Strategic Implications - The success of the Starship test flight enhances NASA's lunar mission strategy, as Starship is designated as the lunar lander for the Artemis 3 mission, bringing the U.S. closer to its goal of manned lunar exploration [11][14]. - Each test flight contributes valuable data for future deep space missions, including lunar resupply and Mars transportation, reinforcing the concept of making space travel a routine activity [11][14].