众和昆仑（北京）资产管理有限公司董事长柏文喜对《证券日报》记者表示："这组数据直观印证了电 力设备行业的高景气度。风光装机规模的持续扩大，并非单一环节的需求增长，而是会带动储能配套、 电网升级、运维服务等全产业链协同扩容，形成'主体装机—配套设施—后续服务'的完整需求链条，这 为行业短期业绩释放提供了多层次的坚实支撑。" 此外，国家发展改革委发布《大力推动传统产业优化提升》一文，明确提出智能化改造深入推进。要深 入实施大规模设备更新，支持传统产业企业开展数字化改造和智能化升级，实现生产换线、设备换新、 产品换代。 12月26日，电力设备与光伏设备板块同步走强，截至上午收盘，光伏设备（申万）指数上涨3.71%，报 7014.51点；电力设备（申万）指数上涨1.19%，报1029.01点，两大板块内多只个股涨停，资金追捧迹 象明显。 光伏设备板块表现尤为亮眼，龙头企业与细分标的集体走高。具体来看，协鑫集成（002506） （002506）、钧达股份（002865）（002865）、亿晶光电（600537）（600537）均涨停；阳光电源 （300274）（300274）、东方日升（300118）（300118）、 ...

Group 1 - The municipal government emphasizes the importance of innovation in driving industrial strength and enhancing project quality and efficiency to support economic recovery and modernization efforts in Zhenjiang [1] - The Jiangsu Kemi membrane separation equipment project aims to manufacture 400 sets of separation membrane equipment annually upon full production, with some factory buildings already completed [1] - The first phase of the Jiangsu high-end AMOLED metal mask project has completed its factory construction, with a projected annual output of 2,000 G8.6 generation AMOLED general metal masks and 20,000 high-precision metal masks, among other products [1] Group 2 - The pumped storage power station project has a total installed capacity of 1.35 million kilowatts, with six reversible turbine generator units of 225,000 kilowatts each, contributing to peak regulation capacity for the Jiangsu power grid [2] - The third generator unit has already been put into operation, while the fourth unit is in testing, with the fifth and sixth units expected to be operational within the year [2] - The municipal government stresses the need for effective project management and support services to ensure timely completion and operational efficiency of major projects [2]