电力板块的投资机会

国元财富管理05-07

点击蓝字关注我们01核心观点电力板块具有强周期性，与经济运行密切相关，正值我国经济从疫情中复苏之际，AI的应用推升算力需求，从而推高电力的消耗。电力板块将迎来投资机会。02分析维度一、算力推动需求随着人工智能的兴起，直接带动算力需求的激增，算力的重要部分是电力消耗。根据高盛的预测，未来5年美国的电力需求会每年增长2.7%（欧盟为3.7%），其中有0.9%是由算力提供。到2030年，全球的算力占比...

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关注我们01核心观点电力板块具有强周期性，与经济运行密切相关，正值我国经济从疫情中复苏之际，AI的应用推升算力需求，从而推高电力的消耗。电力板块将迎来投资机会。02分析维度一、算力推动需求随着人工智能的兴起，直接带动算力需求的激增，算力的重要部分是电力消耗。根据高盛的预测，未来5年美国的电力需求会每年增长2.7%（欧盟为3.7%），其中有0.9%是由算力提供。到2030年，全球的算力占比...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405072246228ae54b92&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"600251","symbol_name":"冠农股份","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405072246228ae54b92&s=b","article_id":"2433898187","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405072246228ae54b92&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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关注我们01核心观点电力板块具有强周期性，与经济运行密切相关，正值我国经济从疫情中复苏之际，AI的应用推升算力需求，从而推高电力的消耗。电力板块将迎来投资机会。02分析维度一、算力推动需求随着人工智能的兴起，直接带动算力需求的激增，算力的重要部分是电力消耗。根据高盛的预测，未来5年美国的电力需求会每年增长2.7%（欧盟为3.7%），其中有0.9%是由算力提供。到2030年，全球的算力占比电力需求，将从2%提升到4%。（数据来源：高盛集团）二、电车推动需求国内3月电车销量88万辆，渗透率达到33%（同比增长6%）。随着以旧换新、新能源车补贴政策推进，在原本就要更新换代的趋势下，预计可以增加每年200万辆新能源车以旧换新量。新能源汽车销量逐年走高，充电需求增加，也将对电力产业链起到提振作用。（数据来源：中国汽车业协会）三、用电环境紧张自从节能减排关停落后发电产能后，电力建设整体趋势往绿色能源方向发展，在过渡期内存在阶段性用电紧张。尤其面临夏季高温时期，供电尤为紧俏。国家能源局近日表示，一季度全社会用电量2.34万亿千瓦时。预计今年度夏期间，全国用电负荷还将快速增长，最高负荷同比增长超过1亿千瓦，电力保供面临着一定压力。电力供需矛盾凸显。（数据来源：国家能源局）四、估值中等电力板块其中一部分是电力设备，具备新能源的波动性特质，因此造成市盈率较高。但参考市净率，处于中等偏下位置。考虑到整体资源板块的周期性走强，电力板块在资金推动下，也会水涨船高。03投资机会投资机会：AI算力有望成为继新能源电力设备之后的第二个业务增长点，随着夏季高温的不断临近，电力或将得到市场关注，建议关注电力板块的投资机会。风险提示：资源板块行情结束、AI算力商业化力度不及预期、电车推广不及预期等。（以上内容来自于国元优+资讯专家精选，仅供参考，不构成投资建议。）团队介绍吴达耀 S0020614070006唐烨鹏 S0020621050005周  凡 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