{"id":177283,"date":"2026-09-10T23:46:45","date_gmt":"2026-09-10T15:46:45","guid":{"rendered":"https:\/\/www.gocpmall.com\/?p=177283"},"modified":"2026-09-10T23:46:45","modified_gmt":"2026-09-10T15:46:45","slug":"%e7%94%b5%e5%8a%9b%e8%ae%be%e5%a4%87%e8%a1%8c%e4%b8%9a%e5%91%a8%e6%8a%a5%ef%bc%9a%e5%85%89%e4%bc%8f%e7%b4%af%e8%ae%a1%e8%a3%85%e6%9c%ba%e8%a7%84%e6%a8%a1%e9%a6%96%e6%ac%a1%e8%b6%85%e8%bf%87%e7%85%a4","status":"publish","type":"post","link":"https:\/\/www.gocpmall.com\/?p=177283","title":{"rendered":"\u7535\u529b\u8bbe\u5907\u884c\u4e1a\u5468\u62a5\uff1a\u5149\u4f0f\u7d2f\u8ba1\u88c5\u673a\u89c4\u6a21\u9996\u6b21\u8d85\u8fc7\u7164\u7535\uff0c\u9502\u7535\u65fa\u5b63\u6709\u671b\u6f14\u7ece\u6da8\u4ef7\u884c\u60c5-\u7814\u7a76\u62a5\u544a\u6b63\u6587 _ \u6570\u636e\u4e2d\u5fc3 _ \u4e1c\u65b9\u8d22\u5bcc\u7f51"},"content":{"rendered":"

\"news
电力设备行业周报：光伏累计装机规模首次超过煤电，锂电旺季有望演绎涨价行情 | 领 涨 个 股 | 名称 | 相关 | 涨跌幅 | |—| | 资 金 流 入 | 名称 | 相关 | 净流入(万) | |—| 锂电：旺季将至，有望演绎涨价行情，9月排产环比+6% 9月锂电预排产环比+6%。根据鑫椤锂电数据，9月国内电池样本企业排产216.65GWH，环比+6.15%；正极、负极、电解液排产环比增长均超4%；隔膜排产环比+1.9%。宁德时代与Stellantis西班牙50GWh电池工厂建设提速。该50GWh磷酸铁锂项目获环境审批，全部审批闭环后建设提速。建发股份携手合作方推进尼日利亚DSO锂矿项目。三方签署意向书，项目首期锂矿石试采最高可达24万吨，助力企业布局海外锂源。LG新能源与Smackover Lithium签订碳酸锂供货协议。双方达成十年长协，Smackover Lithium每年向LG能源解决方案供应8,000公吨电池级碳酸锂。锂电产业链Q3有望演绎旺季行情，推荐：宁德时代、新宙邦。受益标的：亿纬锂能；湖南裕能；恩捷股份、星源材质；嘉元科技；天赐材料；万润新能、富临精工、德方纳米；中一科技；华盛锂电、天际股份、多氟多。 光储：硅片、电池片价格延续回落，光伏累计装机规模首次超过煤电 根据InfoLink，183N、210RN和210N电池片均价分别为0.31元\/W、0.31元\/W和0.30元\/W，环比分别下降6.1%、3.1%和6.3%。海外备货需求降温，叠加硅片价格下调、银价回落以及9月排产增加，电池片价格继续承压。 国家能源局数据显示，截至2026年7月底，全国太阳能发电累计装机约12.86亿千瓦，煤电装机约12.85亿千瓦。光伏装机规模首次超过煤电，电源结构继续向新能源倾斜；与此同时，消纳、调节和电网承载能力将成为后续建设重点，储能及电网设备需求有望同步增长。推荐：钧达股份、爱旭股份；受益标的：横店东磁、隆基绿能、TCL中环、通威股份、大全能源、协鑫科技。 风电&电力设备：800V落地前夜，关注数据中心电力设备机会 英伟达800VDC白皮书2.0明确机柜侧PowerRack将于2026Q3进入导入阶段，标志AI数据中心供电架构由传统UPS\/交流配电向高压直流、机架级供电演进。我们认为，下半年将成为AI电力设备的重要拐点：整流电源、BBU、直流配电、母线、连接器及直流保护等环节有望率先受益；后续随着行级PowerCenter和原生800VDC架构推进，电力设备单机柜价值量及系统集成需求将进一步上行。受益标的：（1）电源：麦格米特、欧陆通、新雷能、中恒电气、中富电路；（2）电力设备：思源电气、金盘科技、白云电器、安靠智电、良信股份；（3）备电：蔚蓝锂芯、双登股份、雄韬股份；（4）电容及上游：新宙邦、江海股份、元力股份、黑猫股份。 风险提示：下游需求不及预期，行业竞争加剧，行业政策风险。
阅读更多（Read More）<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

电力设备行业&#21608 […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-177283","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=\/wp\/v2\/posts\/177283","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=177283"}],"version-history":[{"count":0,"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=\/wp\/v2\/posts\/177283\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=177283"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=177283"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=177283"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}