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科创强国主题系列六:打造能源安全为主体的现代化电力系统-20230908-国泰君安

本文通过阐述新型电力系统当务之急,以能源安全为核心,推动新型电力系统高质量发展为目标,发挥“源网荷储”一体化优势,因此建议关注产业链相关投资机会。 摘要: 能源电力安全隐患凸显,新型电力系统建设刻不容缓。近日,工业和信息化部发布《电力装备行业稳增长工作方案(2023一2024年)》,旨在加快构建新型电力系统,提升产业链竞争力,推动电力装备行业高质量发展。传统能源易受到地缘政治、供需关系等因素的影响

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