您的浏览器禁用了JavaScript(一种计算机语言,用以实现您与网页的交互),请解除该禁用,或者联系我们。[中泰证券]:电力设备与新能源行业周报:美国发布IRA法案关于海外关注实体细则,ACEA预计欧洲24年纯电销量增速超40% - 发现报告
当前位置:首页/行业研究/报告详情/

电力设备与新能源行业周报:美国发布IRA法案关于海外关注实体细则,ACEA预计欧洲24年纯电销量增速超40%

AI智能总结
查看更多
电力设备与新能源行业周报:美国发布IRA法案关于海外关注实体细则,ACEA预计欧洲24年纯电销量增速超40%

2022/12 2023/2 2023/4 2023/6 2023/8 2023/10 7=>?@ABC !"#$IRA%&'()*'+,-./0ACEA12342456789:;<40% DEF:GHIGJ Z[\]KLMN !"#$%&'()*+,$S0740522020001Email$zengbiao@zts.com.cn!"#$-ƒ'()*+,$S0740522040004Email$wupeng@zts.com.cn!"#$/01'()*+,$S0740522080002Email$zhubr@zts.com.cn!"#$23ƒ'()*+,$S0740522100005Email$zhaoyp02@zts.com.cnKLMN 456783579(:5;(<=)52,4199(>?5;(<=)42,079 OP-QRSTfiV Ø"#$%&7( 10%)*300 0%-10%-20%-30%-40% W'XY GH Cffi (=) EPS PE PEG JK 2022A 2023E 2024E 2025E 2022 2023E 2024E 2025E !"#$ 23.97 2.97 1.74 2.29 2.76 8.08 13.78 10.47 8.68 -0.3 %& '()* 40.31 4.46 4.60 5.49 6.44 9.04 8.76 7.34 6.26 2.8 %& !+,- 26.77 1.69 3.27 4.10 5.11 15.81 8.19 6.53 5.23 0.1 - 4,/0 83.23 2.42 4.70 6.40 8.16 34.40 17.71 13.00 10.20 0.2 %& 123 107.31 5.27 8.97 11.69 14.99 20.36 11.96 9.18 7.16 0.2 %& 4567 39.04 0.22 0.65 1.18 1.49 181.58 60.06 33.08 26.20 0.3 %& LM$Cffi8NOP2023Q12R1STUffi !Ø#$%&'IRA()*+,-*./01234%56!Ø789:;<=>,-c@ABC9DEFGH,IJK3LMIRANOPQRACEASTUV24WXØY Z[\]40%3XØ^_`abc:d2023Wa14%efg20%Rffiijklmnop3q8klrst+uv3Sw24Wxy/ØzYZ[+|]ZR~wº#ÄÅÇ3ffiiÉyÑÜáà3âäã@åçéè3yÑêëHíìîïÇ3îïêëñó3òôöõHú3!Øùûi†°óR¢£BC§•DE¶ßn¶@®©™3´¨yaÆØMR±Ùwº#c∑Ø^¥µ´îàÃåf3c∑¥ÏuºzæùûÙwø¿a¡¬R$%Ø^`±ƒµ'M10%3Ø^¥hy8陫3±%78ä\»$n…¥3ºñ,- ÃÕa¢£R4ŒST«œWA24Wòô—“”3âäîï‘’[Ù÷H«38ÿ:ŸúßÙ⁄R4Œ¤‹›´c∑fifl‡ADE·‚⁄a78´î„‰ffi¿Êø3ØzáÁIÈÍÎÏÌIÓÔ!ÑÌìöÒáÁIÚÛöÒÌIÙıˆÌ3˜¯*.I˘˙˚bÌIffi˝ôÌR ˛Ñ#4ŒST23WcW%ˇÉ[É!˛Ñ|]:]40GWhRáÁ#I4#Ø$ÌI%&ØÑÌIeÑØ¿ÌI()˚bÌIffi*ØAÌ3˜¯*.I+,ffiDÌIffi+-.ÌIffi/Ø¿ÌR #0#îïLjº3#012´î345|673y889:ffi;<=>#012< ?@Aµrs3#0B@C⁄DE3îï´îàÃ]SwFúìÄÅLjº32:G34y88•Hw3IQxyEJ[ä3KL¶ØzLM^µ[3ffii:wIQffi;a«j3£NO0¥78aßn©™DE3fiPµ´îåf3HHQR´îäSR9:÷H«4ŒÊõºñ#1¶KÒKLßn©™#ITCL±TÌIUVQÑÌI;W˚bÌIXYffiDÌIì2¶Zö#I[\ÉöÌIS<ØAÌIW]Ø¿ÌI^_Ø¿ÌI`aDEÌIbcdÌIbedÌI®^˚bÌI±f^ÌIì3¶ØzIQTQ#IgmhÑÌIij˚bÌIklffiDÌImffiÑ$ÌIÚn#ÑÌIodeÌIì4¶pqrTQ#I4#Ø$ÌIeÑØ¿ÌI()˚bÌIsÍWÌIÍ8˚bÌItu˚bÌIR vØ#wx24-25W,vîïyZ3z[|e]~R#nÄÅÇ#ÉÑÖ[Ü»áà,âGäãåçé3ÉÑèkåë,Çíìîï3ñó7GWG´3GW12‚qò^:wôöäã+%ó16GWÆõSÜR#núÅÇ#ùûüAfl†Sw23W°¢ç£§32:•wEPCäãGåßì¶Ñ12G¡ß£[òEPCäãR#b˜ÅÇ#®©,-/ ™´¨-/È͈ƒA¶BÅ/ÃrAÅ/Ø´s,±D¶EÅ*Ã,ÇíìB¥3®©-,¡ßîç£Gåßv]äã3b˜s£AÅ[òv]äãR#¥©ÅÇ#+µ >1#,evØflficÜ∏200MW3q,ǪºíìB¥3+ÑßT2æ,v12ò^EPC !"#$3&Y()*+,-./0 ø¿¡äã3¬51æ[òv]äãR#©%ÅÇ#2.65GWÆõ123¢$1GW¡ß „ç3%f850MW,ǨƒB¥£¡ß3h$800MW¡ßäSR#4«ÅÇ#%+ œ¨>U2fl†,evØ•w12à298MW鶻Ä,…œ¨>Ufl†450MW12T  åççÀì%ØBh®ÃÕŒⅠ,v123q,ǪºíìB¥R˜¯Êõ*.# 1¶,â#IÄJØâÌIœ–˚bÌI—â˚bÌIì 2¶“”/ó‘#Iµ\˚bÌIı–vÑÌI,MvØÌIÚ’vÑÌIì 3¶(÷›¿#Iÿµ˚bÌIÉyŸÌIì 4¶⁄¤Q#I‹©˚bÌInhdöÌI;›ÊÜÌI,fi˚bÌIì 5¶fl]‡#I·4‚ÑÌI„OÊÑÌIR v‰å¥ÂQ#|]'ASwìÊöÒhÁeËìÆØäÈìÍafΨÉ'AÎv‰ìÏ„J-.l»ÌÓ9Ô”av‰IR !"#$ 7289:;IRA<=>?@A>BCDEFGACEAHIJK24LMNOPQRS40%.-5- 12T5NU34VWXYZ[*\]^_`............................................-5- 2234Xabcd_`............................................................................-5- 329eANfgOP................................................................................-6- 1hJKi,9jNfgOP......................................................................-6- 2h89NfgOP....................................................................................-7- 3h9eNfgOP....................................................................................-7- 52klm[n[PXopqr..................................................................-9- 1h9eklm[Xn[Ws......................................................................-9- 2hT59eklopXcd_`............................................................-10- 62T5tNUu4vffix_`................................................................-10- 729eAyNzWs_`........................................................................-11- [2|]~ΩÄffixÅÇÉÑGΩÖNUÜáàâ........................................-12-12|]u4v_`..................................................................................-12- 22|]34äãråXaç...................................................................-15- é2èN~të“íìî”ïñóòô8-10GW@èöõ.................................-16- 12ú@ùûöõü¢£§fG•¶öõß®©3........................-16- 22m[~23L™´¨èm[58.78GWG@èm[7.86GW..................-17- 32n[~¨èffixTóßÆØSG@èffix±3500-3700?Qñ.........-18- 42“¥µ”ŒîÉGèNÙï:top_`..............................................-20- ì2Ѫòº...................................................................................................-24- î2è˘Øæ...................................................................................................-26- %&#$ ø¿1~T5NU34YZ[*\]^¡¬˝ƒ:ã®h.................................-5- ø¿2~JKi,9jrl«gOP¡»h......................................................-6- ø¿3~89rl«gOP¡»h.....................................................................-7- ø¿4~9eg…rl«gOP¡»h..............................................................-8- ø¿5~9ekló m[À^Xm[ÃP......................................................-9- ø¿6~2023L1-10ón[öõklÕŒœEPCn[–ffiàá¡—“~?/kWhh ..........................................................................................................................-9- ø¿7~9ekló ”‘À^X”‘ÃP......................................................-9- ø¿8~n’é?NU÷TZfÿŸ................................................................-11- ø¿9~⁄¤‹tNU÷TZfÿŸ........................