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美国缺电预期走强,重申核能机遇
HTSC· 2025-07-24 15:42
证券研究报告 能源/基础材料 美国缺电预期走强,重申核能机 | 华泰研究 | 能源 | 增符 (维持) | | --- | --- | --- | | 2025年7月24日 中国内地 动态点评 | 有色金属 | 增持 (维持) | | 缺电预期叠加 A 提速,重申看好美国核能发展机遇 | 刘俊 | 研究员 | | 立 自5月23日美国特朗普总统连发四份总统令推动美国核工业振兴以来, | SAC No. S0570523110003 | karlliu@htsc.com | | | SFC No. AVM464 | +(852) 3658 6000 | | 业积极因素持续累积。近期美国 PJM 电力市场容量招标再度顶格出清,激 | | | | 发了市场对美国缺电和基荷电源建设的关注;叠加特朗普"Al 国策"中重 | 苗雨菲 | 研究员 | | 点强调电源基础设施建设以及核裂变、核聚变等新兴能源技术开发,我们看 | SAC No. S0570523120005 | miaoyufei@htsc.com | | | SFC No. BTM578 | +(86) 21 2897 2228 | | 好美国核电增容、重启 ...
深海科技:海洋强国战略的关键支柱产业赛道投资图谱
Tianfeng Securities· 2025-06-29 07:16
Group 1 - The ocean economy is a significant driver of GDP growth, with the national marine production value expected to exceed 10 trillion yuan in 2024, accounting for 7.8% of the GDP, and contributing 11.5% to economic growth [1][8] - The government has highlighted "deep-sea technology" in its reports, indicating its importance alongside commercial aerospace and low-altitude economy, suggesting a rapid development potential in deep-sea equipment and exploration [1][8] - The deep-sea technology sector is identified as a key pillar for building a maritime power, encompassing three main areas: deep-sea materials, deep-sea equipment manufacturing, and deep-sea digital applications [3][17] Group 2 - Various provinces and cities are accelerating the development of marine economy, with policies focusing on high-end, intelligent, and green development, and establishing multi-level industrial systems [2][13] - Shanghai's marine industry development plan (2025-2035) proposes a "3+5+X" industrial system, while Guangdong's regulations emphasize support for eight emerging marine industry clusters [2][14] - The deep-sea materials sector is crucial for deep-sea technology, involving structural and buoyancy materials necessary for the development of marine resources, with a focus on high-performance steel, alloy materials, and composite materials [3][21] Group 3 - The deep-sea equipment sector is essential for supporting deep-sea development, facing challenges from complex underwater environments, with significant growth in China's shipbuilding industry, which saw a 13.8% increase in completed shipbuilding volume in 2024 [4][26] - The deep-sea digitalization and intelligence sector is a vital direction for deep-sea technology development, aiming to create a "digital ocean" that enhances marine decision-making and governance through advanced information technologies [5][17] - The report suggests focusing on marine engineering equipment manufacturing, marine equipment components, and marine observation instruments as key areas for investment [4][26]