【天风电新】东方电缆再推荐：被错杀的海缆龙头，持续看好海外放量-0121 ———————————— 公司近期调整较多主要由于mona&morgan项目没进AR7，#但并非mm没进ar7公司就颗粒无收，就此更新如下： 1、AR7拍卖了8.4GW海风超预期，对应业主主要是RWE和SSE，SSE是公司老客户，会有订单。 公司近期调整较多主要由于mona&morgan项目没进AR7，#但并非mm没进ar7公司就颗粒无收，就此更新如下： 1、AR7拍卖了8.4GW海风超预期，对应业主主要是RWE和SSE，SSE是公司老客户，会有订单。 #且RWE本次进AR7的项目公司也已参与投标。 2、Mona项目原大业主已收购EnBW股权，预计将进AR8，项目体量1.5GW，对应20亿以上海缆。 3、#海缆同时面向海风+电力互联，供需缺口更大。 公司已有海外海缆的交付，进展已领先国内大部分海风出海链，#看好海外订单持续放量。 【为什么持续看好东缆】 26年是中欧海风β共振第一年，东缆是【唯一】同时在国内+海外份额都较高的：国内龙头格局稳定&海外份额进 一步提升。 #且RWE本次进AR7的项目公司也已参与投标。 【天风电新】东方电缆再 ...

Group 1 - The core viewpoint emphasizes the importance of the "space photovoltaic" theme in the photovoltaic equipment industry, highlighting its connection to US-China strategic competition and low-orbit resource contention, with fundamental catalysts expected to accelerate faster than emerging industries like nuclear fusion [1] - The European offshore wind demand is showing continuous improvement, with Poland's 3.4GW offshore wind tender being realized, and it is anticipated that the annual grid-connected scale of offshore wind in Europe will exceed 14GW by 2031-2032, leading to an acceleration in the release of future orders for piles, submarine cables, and wind turbines [1] - The price of lithium carbonate is surging, with spot prices breaking through 100,000 yuan/ton, and market inventory falling below 110,000 tons, indicating that prices are expected to remain strong in the short term [1] Group 2 - The photovoltaic 50 ETF (159864) tracks the photovoltaic industry index (931151), which selects listed companies involved in the entire solar photovoltaic power generation industry chain from the Shanghai and Shenzhen markets, including upstream raw material supply, midstream battery component manufacturing, and downstream power station construction and operation [1] - The index focuses on companies that are technologically advanced and competitive in the market, aiming to comprehensively reflect the overall development status and future trends of China's photovoltaic industry [1]

西班牙和葡萄牙在致欧盟的信中表示，电力互联项目需要政治和财政承诺。两国请求欧盟委员会介入推 动电力互联项目。 ...