港股概念追踪 |国内发电装机容量增速提高机构看好电气设备行业估值修复（附概念股）

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2024年3月，制造业采购经理指数(PMI)为50.8%，比上月上涨1.7个百分点，自去年9月份以来重回荣枯线上方。国内春节过后工业活动逐步回归正常，工业品供给状况得到了有效改善。我国发电装机容量增速提高，风电、太阳能发电装机容量占比提升。2024年1-2月，全国发电装机容量累计为29.72亿千瓦，同比增长14.7%，连续10个月保持两位数以上的增长幅度。中原证券发布研报称，国内节后加快复工复产，...

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港股概念追踪 |国内发电装机容量增速提高 机构看好电气设备行业估值修复（附概念股）

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港股概念追踪 |国内发电装机容量增速提高机构看好电气设备行业估值修复（附概念股）