{"id":737294,"date":"2026-03-05T10:08:08","date_gmt":"2026-03-05T02:08:08","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=737294"},"modified":"2026-03-05T10:08:08","modified_gmt":"2026-03-05T02:08:08","slug":"%e5%8d%8e%e6%b3%b0%e8%af%81%e5%88%b8%ef%bc%9a2025%e5%b9%b4%e9%a3%8e%e7%94%b5%e9%9c%80%e6%b1%82%e8%b6%85%e9%a2%84%e6%9c%9f-26%e5%b9%b4%e9%ab%98%e6%99%af%e6%b0%94%e6%9c%89%e6%9c%9b%e5%bb%b6%e7%bb%ad","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=737294","title":{"rendered":"\u534e\u6cf0\u8bc1\u5238\uff1a2025\u5e74\u98ce\u7535\u9700\u6c42\u8d85\u9884\u671f 26\u5e74\u9ad8\u666f\u6c14\u6709\u671b\u5ef6\u7eed"},"content":{"rendered":"<p><span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/1.601688\" data-code=\"1,601688\" rel=\"noopener\">\u534e\u6cf0\u8bc1\u5238<\/a><\/span><span><\/span>\u7814\u62a5\u8868\u793a\uff0c2026\u5e74\u56fd\u5185\u88c5\u673a\u6216\u5ef6\u7eed\u9ad8\u666f\u6c14\uff0c\u6d77\u98ce\u8d21\u732e\u5ea6\u6709\u671b\u63d0\u5347\u3002\u8003\u8651\u52302025\u5e74\u98ce\u673a\u62db\u6807\u91cf\u7ef4\u6301\u9ad8\u4f4d\uff0c\u7ed3\u5408\u8fd19GW\u6d77\u98ce\u9879\u76ee\u5904\u4e8e\u5df2\u5f00\u5de5\u672a\u5e76\u7f51\u9636\u6bb5\uff0c\u9884\u8ba12026\u5e74\u56fd\u5185\u65b0\u589e\u88c5\u673a130GW\uff0c\u5176\u4e2d\u9646\u98ce120GW\u3001\u6d77\u98ce10GW\u3002\u5c55\u671b\u540e\u7eed\uff0c\u5728\u7eff\u7535\u76f4\u8fde\u3001\u4ee5\u65e7\u6362\u65b0\u7b49\u65b0\u9700\u6c42\u652f\u6491\u4e0b\uff0c\u53e0\u52a0\u6df1\u8fdc\u6d77\u9010\u6b65\u653e\u91cf\uff0c\u9884\u8ba1\u201c\u5341\u4e94\u4e94\u201d\u56fd\u5185\u98ce\u7535\u88c5\u673a\u6709\u671b\u4fdd\u6301\u7a33\u5b9a\u589e\u957f\u3002<\/p>\n<h3>\u5168\u6587\u5982\u4e0b<\/h3>\n<p><strong>\u534e\u6cf0 | \u7535\u65b0\uff1a2025\u5e74\u98ce\u7535\u9700\u6c42\u8d85\u9884\u671f\uff0c26\u5e74\u9ad8\u666f\u6c14\u6709\u671b\u5ef6\u7eed<\/strong><\/p>\n<p><strong>\u6838\u5fc3\u89c2\u70b9<\/strong><\/p>\n<p>2025\u5e74\u56de\u987e\uff1a\u9646\u98ce\u88c5\u673a\u8d85\u9884\u671f\uff0c\u98ce\u673a\u51fa\u6d77\u52a0\u901f\u63a8\u8fdb<\/p>\n<p>\u9646\u98ce\u88c5\u673a\u8d85\u5e74\u521d\u9884\u671f\uff0c\u6d77\u98ce\u9700\u6c42\u6709\u5f85\u91ca\u653e\u3002\u6839\u636eCWEA\u300a2025\u5e74\u4e2d\u56fd\u98ce\u7535\u540a\u88c5\u5bb9\u91cf\u7edf\u8ba1\u7b80\u62a5\u300b\uff0c2025\u5e74\u56fd\u5185\u65b0\u589e\u88c5\u673a130.8GW\uff0c\u540c\u6bd4+49.9%\uff0c\u5176\u4e2d\u9646\u98ce125.2GW\uff0c\u540c\u6bd4+53.4%\uff0c\u9ad8\u4e8e\u5e74\u521dCWEA\u9884\u671f\uff0895-100GW\uff09\uff0c\u4e3b\u8981\u7cfb\u98ce\u7535\u673a\u5236\u7535\u4ef7\u8f83\u9ad8\uff0c\u4e1a\u4e3b<span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/90.BK0493\" data-code=\"90,BK0493\" rel=\"noopener\">\u65b0\u80fd\u6e90<\/a><\/span><span><\/span>\u9879\u76ee\u5f00\u53d1\u5411\u5176\u503e\u659c\uff1b\u6d77\u98ce5.6GW\uff0c\u540c\u6bd4\u6301\u5e73\uff0c\u4e0d\u53ca\u5e74\u521d\u9884\u671f\uff0810-1<a href=\"https:\/\/www.alphaseek.cn\/?tag=5g\" title=\"View all posts in 5G\" target=\"_blank\" class=\"tag_link\">5G<\/a>W\uff09\uff0c\u4e3b\u8981\u7531\u4e8e\u90e8\u5206\u9879\u76ee\u5f00\u5de5\u5efa\u8bbe\u8fdb\u5ea6\u8f83\u6162\u3002\u98ce\u673a\u5927\u578b\u5316\u6301\u7eed\u63a8\u8fdb\uff0c2025\u5e74\u56fd\u5185\u65b0\u589e\u88c5\u673a\u5e73\u5747\u5355\u673a\u5bb9\u91cf7.2MW\uff0c\u540c\u6bd418.3%\uff0c\u5176\u4e2d\u9646\u4e0a7.1MW\uff0c\u540c\u6bd4+20.1%\uff0c\u4e3b\u8981\u7cfb\u5927\u57fa\u5730\u9879\u76ee\u89c4\u6a21\u8d77\u91cf\uff0c10MW\u53ca\u4ee5\u4e0a\u673a\u578b\u5360\u6bd4\u4e3a24.8%\uff0c\u540c\u6bd4+19.6pct\uff1b\u6d77\u98ce10.1MW\uff0c\u540c\u6bd4+1.4%\u3002<\/p>\n<p>\u98ce\u673a\u7ade\u4e89\u683c\u5c40\u6301\u7eed\u4f18\u5316\u30022025\u5e74\uff0c\u56fd\u5185\u5b9e\u73b0\u65b0\u589e\u88c5\u673a\u7684\u6574\u673a\u5382\u517110\u5bb6\uff0c\u540c\u6bd4\u51cf\u5c113\u5bb6\uff0cCR7\u4e3a91.8%\uff0c\u540c\u6bd4+1.9pct\u3002\u5206\u573a\u666f\u770b\uff0c\u9646\u98ce\u5934\u90e8\u96c6\u4e2d\u5ea6\u63d0\u5347\uff0cCR7\u4e3a92.2%\uff0c\u540c\u6bd4+1.2pct\uff1b\u6d77\u98ce\u5448\u4e24\u8d85\u591a\u5f3a\u683c\u5c40\uff0c<span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/0.002202\" data-code=\"0,002202\" rel=\"noopener\">\u91d1\u98ce\u79d1\u6280<\/a><\/span><span><\/span>\u65b0\u589e\u88c5\u673a2.1GW\uff0c\u5360\u6bd437.3%\uff0c\u540c\u6bd4+17.7pct\uff0c\u4e3b\u8981\u7cfb\u4e09\u5ce1\u5927\u4e30\u3001\u56fd\u4fe1\u5927\u4e30\u9879\u76ee\u540a\u88c5\u5e76\u7f51\uff1b<span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/1.601615\" data-code=\"1,601615\" rel=\"noopener\">\u660e\u9633\u667a\u80fd<\/a><\/span><span><\/span>\u65b0\u589e\u88c5\u673a1.4GW\uff0c\u5360\u6bd424.4%\uff0c\u540c\u6bd4-6.9pct\uff0c\u4e3b\u8981\u7cfb\u90e8\u5206\u9879\u76ee\u5efa\u8bbe\u8fdb\u5ea6\u6162\u4e8e\u9884\u671f\uff1b<span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/1.688349\" data-code=\"1,688349\" rel=\"noopener\">\u4e09\u4e00\u91cd\u80fd<\/a><\/span><span><\/span>\u5b9e\u73b0\u6d77\u4e0a\u98ce\u673a\u51fa\u8d27\u7a81\u7834\uff0c\u65b0\u589e\u88c5\u673a0.16GW\u3002<\/p>\n<p>\u98ce\u673a\u51fa\u6d77\u52a0\u901f\u63a8\u8fdb\uff0c\u6d77\u5916\u751f\u4ea7\u6210\u4e3a\u91cd\u8981\u9009\u9879\u30022025\u5e74\uff0c\u4e2d\u56fd\u98ce\u673a\u65b0\u589e\u51fa\u53e37.7GW\uff0c\u540c\u6bd4+48.9%\uff0c\u5176\u4e2d<span web=\"1\"  target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/0.002202\" data-code=\"0,002202\">\u91d1\u98ce\u79d1\u6280<\/span>\/\u8fdc\u666f<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%83%bd%e6%ba%90\" title=\"View all posts in \u80fd\u6e90\" target=\"_blank\" class=\"tag_link\">\u80fd\u6e90<\/a>\u65b0\u589e\u51fa\u53e33.9\/2.1GW\uff0c\u5360\u6bd449.9%\/27.6%\u3002\u6d77\u5916\u57fa\u5730\u6210\u4e3a\u98ce\u673a\u51fa\u6d77\u6865\u5934\u5821\uff0c2025\u5e74\u8fdc\u666f\u80fd\u6e90<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%8d%b0%e5%ba%a6\" title=\"View all posts in \u5370\u5ea6\" target=\"_blank\" class=\"tag_link\">\u5370\u5ea6<\/a>\u3001<span web=\"1\"  target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/1.688349\" data-code=\"1,688349\">\u4e09\u4e00\u91cd\u80fd<\/span>\u5370\u5ea6\u3001<span web=\"1\"  target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/0.002202\" data-code=\"0,002202\">\u91d1\u98ce\u79d1\u6280<\/span>\u5df4\u897f\u5206\u522b\u751f\u4ea72.7\u30010.2\u30010.1GW\u3002<\/p>\n<p>2026\u5e74\u5c55\u671b\uff1a\u88c5\u673a\u9ad8\u666f\u6c14\u5ef6\u7eed\uff0c\u770b\u597d\u6574\u673a\u5382+\u6d77\u98ce\u51fa\u6d77+\u6838\u5fc3\u96f6\u90e8\u4ef6<\/p>\n<p>2026\u5e74\u56fd\u5185\u88c5\u673a\u6216\u5ef6\u7eed\u9ad8\u666f\u6c14\uff0c\u6d77\u98ce\u8d21\u732e\u5ea6\u6709\u671b\u63d0\u5347\u3002\u8003\u8651\u52302025\u5e74\u98ce\u673a\u62db\u6807\u91cf\u7ef4\u6301\u9ad8\u4f4d\uff0c\u7ed3\u5408\u8fd19GW\u6d77\u98ce\u9879\u76ee\u5904\u4e8e\u5df2\u5f00\u5de5\u672a\u5e76\u7f51\u9636\u6bb5\uff0c\u6211\u4eec\u9884\u8ba12026\u5e74\u56fd\u5185\u65b0\u589e\u88c5\u673a130GW\uff0c\u5176\u4e2d\u9646\u98ce120GW\u3001\u6d77\u98ce10GW\u3002\u5c55\u671b\u540e\u7eed\uff0c\u5728\u7eff\u7535\u76f4\u8fde\u3001\u4ee5\u65e7\u6362\u65b0\u7b49\u65b0\u9700\u6c42\u652f\u6491\u4e0b\uff0c\u53e0\u52a0\u6df1\u8fdc\u6d77\u9010\u6b65\u653e\u91cf\uff0c\u9884\u8ba1\u201c\u5341\u4e94\u4e94\u201d\u56fd\u5185\u98ce\u7535\u88c5\u673a\u6709\u671b\u4fdd\u6301\u7a33\u5b9a\u589e\u957f\u3002<\/p>\n<p>\u6211\u4eec\u7ee7\u7eed\u770b\u597d\u6574\u673a\u5382\u76c8\u5229\u4fee\u590d+\u6d77\u98ce\u51fa\u6d77+\u6838\u5fc3\u96f6\u90e8\u4ef6\u5382\u7ecf\u8425\u6760\u6746\u91ca\u653e\uff1a<\/p>\n<p>1. \u6574\u673a\u5382\u76c8\u5229\u4fee\u590d\uff1a\u56fd\u5185\u9646\u98ce\u6da8\u4ef7\u8ba2\u5355\u4ea4\u4ed8\u6bd4\u4f8b\u4e0a\u5347\uff0c\u53e0\u52a0\u6d77\u98ce\u4e0e\u51fa\u6d77\u5360\u6bd4\u63d0\u5347\uff0c\u6709\u671b\u652f\u6491\u6574\u673a\u5382\u76c8\u5229\u4fee\u590d\uff0c\u6c22\u6c28\u9187\u4e1a\u52a1\u6253\u5f00\u7b2c\u4e8c\u589e\u957f\u66f2\u7ebf\u3002<\/p>\n<p>2. \u6d77\u98ce\u51fa\u6d77\uff1a\u8fd1\u671f\u5730\u7f18\u51b2\u7a81\u5bfc\u81f4<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e6%ac%a7%e6%b4%b2\" title=\"View all posts in \u6b27\u6d32\" target=\"_blank\" class=\"tag_link\">\u6b27\u6d32<\/a>\u80fd\u6e90\u4f9b\u7ed9\u53d7\u963b\uff0c\u6d77\u98ce\u4f5c\u4e3a\u672c\u571f\u4f18\u8d28<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%b5%84%e6%ba%90\" title=\"View all posts in \u8d44\u6e90\" target=\"_blank\" class=\"tag_link\">\u8d44\u6e90<\/a>\uff0c\u53d7\u76ca\u4e8e\u653f\u5e9c\u8865\u8d34\u6276\u6301\uff0c\u6709\u671b\u8fce\u6765\u9700\u6c42\u52a0\u901f\u91ca\u653e\uff1b\u6b27\u6d32\u672c\u571f\u7ba1\u6869\u4ea7\u80fd\u7d27\u7f3a\uff0c\u9700\u6c42\u6216\u6301\u7eed\u5916\u6ea2\u81f3\u56fd\u5185\u5382\u5546\u3002<\/p>\n<p>3. \u6838\u5fc3\u96f6\u90e8\u4ef6\u5382\u7ecf\u8425\u6760\u6746\u91ca\u653e\uff1a\u6211\u4eec\u6d4b\u7b97\u4e3b\u8f74\u8f74\u627f\u3001\u94f8\u9020\u4e3b\u8f74\u7b49\u73af\u8282\u4f9b\u9700\u683c\u5c40\u504f\u7d27\uff0c\u5934\u90e8\u96f6\u90e8\u4ef6\u4f01\u4e1a\u4ea7\u80fd\u91ca\u653e\u652f\u6491<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e4%b8%9a%e7%bb%a9\" title=\"View all posts in \u4e1a\u7ee9\" target=\"_blank\" class=\"tag_link\">\u4e1a\u7ee9<\/a>\u6301\u7eed\u5411\u4e0a\u3002<\/p>\n<p><a href=\"https:\/\/www.alphaseek.cn\/?tag=%e9%a3%8e%e9%99%a9\" title=\"View all posts in \u98ce\u9669\" target=\"_blank\" class=\"tag_link\">\u98ce\u9669<\/a>\u63d0\u793a\uff1a\u98ce\u7535\u9700\u6c42\u4e0d\u53ca\u9884\u671f\u3001\u6d77\u5916\u5e02\u573a\u62d3\u5c55\u4e0d\u53ca\u9884\u671f\u3001\u5e02\u573a\u7ade\u4e89\u52a0\u5267\u7b49\u3002<\/p>\n<p>(\u6765\u6e90:\u5929\u5929\u57fa\u91d1\u7f51)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u534e\u6cf0\u8bc1\u5238\u7814\u62a5\u8868\u793a\uff0c2026\u5e74\u56fd\u5185\u88c5\u673a\u6216\u5ef6\u7eed\u9ad8\u666f\u6c14\uff0c\u6d77\u98ce\u8d21\u732e\u5ea6\u6709\u671b\u63d0\u5347\u3002\u8003\u8651\u52302025\u5e74\u98ce\u673a\u62db\u6807\u91cf\u7ef4\u6301\u9ad8\u4f4d\uff0c\u7ed3\u5408 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"aside","meta":[],"categories":[232],"tags":[302,266,178,290,186,29,238,192],"views":24,"_links":{"self":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/737294"}],"collection":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=737294"}],"version-history":[{"count":0,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/737294\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=737294"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=737294"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=737294"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}