【华泰证券:一季度需求向好 电力新能源行业业绩修复可期】 华泰证券研报认为,2025年一季度电力新能源行业多领域需求向好,业绩修复可期。其中,新能源车一季度需求淡季不淡,预计多数锂电产业链企业量增利稳;风电一季度需求高景气,陆海风开工提速,产业链排产出货高增长;光伏抢装驱动产业链涨价,一季度亏损或环比收窄;储能领域,一季度中美抢装抢出口支撑需求,欧洲工商储大储起量支撑业绩;工控领域,一季度需求向好,AIDC、机器人方向热度高。

金融界
25 Apr
华泰证券研报认为,2025年一季度电力新能源行业多领域需求向好,业绩修复可期。其中,新能源车一季度需求淡季不淡,预计多数锂电产业链企业量增利稳;风电一季度需求高景气,陆海风开工提速,产业链排产出货高增长;光伏抢装驱动产业链涨价,一季度亏损或环比收窄;储能领域,一季度中美抢装抢出口支撑需求,欧洲工商储大储起量支撑业绩;工控领域,一季度需求向好,AIDC、机器人方向热度高。

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