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    <title>芯片牛 - 发电</title>
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    <description>Latest 20 threads of 发电</description>
    <copyright>Copyright(C) 芯片牛</copyright>
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    <item>
      <title>雅鲁藏布江水电“核心圈”概念股一网打尽！</title>
      <link>http://www.niugoo.com/discuz/forum.php?mod=viewthread&amp;tid=1821</link>
      <description><![CDATA[https://weibo.com/ttarticle/p/show?id=2309405191269877153974]]></description>
      <category>发电</category>
      <author>老牛</author>
      <pubDate>Thu, 24 Jul 2025 06:58:24 +0000</pubDate>
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    <item>
      <title>可控核聚变最强核心链！</title>
      <link>http://www.niugoo.com/discuz/forum.php?mod=viewthread&amp;tid=1460</link>
      <description><![CDATA[https://mp.weixin.qq.com/s/9Gt0uTrM3MyBCKiup-iTPw]]></description>
      <category>发电</category>
      <author>老牛</author>
      <pubDate>Mon, 03 Mar 2025 09:54:19 +0000</pubDate>
    </item>
    <item>
      <title>理解新型储能概念</title>
      <link>http://www.niugoo.com/discuz/forum.php?mod=viewthread&amp;tid=1211</link>
      <description><![CDATA[https://www.jiemian.com/article/12169861.html]]></description>
      <category>发电</category>
      <author>老牛</author>
      <pubDate>Tue, 31 Dec 2024 14:20:38 +0000</pubDate>
    </item>
    <item>
      <title>TCL中环，1500亿灰飞烟灭</title>
      <link>http://www.niugoo.com/discuz/forum.php?mod=viewthread&amp;tid=1077</link>
      <description><![CDATA[https://mp.weixin.qq.com/s/R9BVdsMimkHQsfGUL4VNWg

在硅片上的激进策略是中环步入亏损的主要原因。在行业企业不接低价单、降低开工率之时，中环反其道而行之，依旧采取逆势扩产策略。今年上半年，中环开工率基本维持在95%左右。要知道，曾与中环并称“光伏双雄”的隆 ...]]></description>
      <category>发电</category>
      <author>老牛</author>
      <pubDate>Sun, 22 Dec 2024 06:41:01 +0000</pubDate>
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    <item>
      <title>全球AI大潮正在引爆电力需求</title>
      <link>http://www.niugoo.com/discuz/forum.php?mod=viewthread&amp;tid=1060</link>
      <description><![CDATA[【全球AI大潮正在引爆电力需求 美国电力监管机构：美国部分地区最早明年就可能面临电力短缺】AI赛道全线爆发。据最新消息，美国人工智能搜索引擎公司Perplexity刚刚完成了今年的第四轮融资，融资额达5亿美元，公司估值飙升至90亿美元，较今年年初增长超1630%。与此同时 ...]]></description>
      <category>发电</category>
      <author>老牛</author>
      <pubDate>Fri, 20 Dec 2024 08:13:11 +0000</pubDate>
    </item>
    <item>
      <title>光储龙头阳光电源2024年3季度财报</title>
      <link>http://www.niugoo.com/discuz/forum.php?mod=viewthread&amp;tid=952</link>
      <description><![CDATA[https://www.jiemian.com/article/11928340.html]]></description>
      <category>发电</category>
      <author>老牛</author>
      <pubDate>Mon, 04 Nov 2024 00:09:15 +0000</pubDate>
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    <item>
      <title>当长江电力估值超越茅台：周期股大抱团，像极了2021年</title>
      <link>http://www.niugoo.com/discuz/forum.php?mod=viewthread&amp;tid=894</link>
      <description><![CDATA[https://xueqiu.com/6217310837/296333470]]></description>
      <category>发电</category>
      <author>老牛</author>
      <pubDate>Mon, 08 Jul 2024 04:28:24 +0000</pubDate>
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    <item>
      <title>暴涨1532%后，长江电力就是A股的英伟达？</title>
      <link>http://www.niugoo.com/discuz/forum.php?mod=viewthread&amp;tid=888</link>
      <description><![CDATA[https://weibo.com/ttarticle/p/show?id=2309405049479433945513]]></description>
      <category>发电</category>
      <author>老牛</author>
      <pubDate>Mon, 08 Jul 2024 04:24:00 +0000</pubDate>
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    <item>
      <title>智能电网反复活跃！这些龙头公司才是投资人最爱</title>
      <link>http://www.niugoo.com/discuz/forum.php?mod=viewthread&amp;tid=881</link>
      <description><![CDATA[https://static.weeklyonstock.com/24/0620/zj171623.html]]></description>
      <category>发电</category>
      <author>老牛</author>
      <pubDate>Mon, 08 Jul 2024 04:17:33 +0000</pubDate>
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    <item>
      <title>硅料塌方将带崩光伏</title>
      <link>http://www.niugoo.com/discuz/forum.php?mod=viewthread&amp;tid=724</link>
      <description><![CDATA[https://www.techshidai.com/article-506425.html]]></description>
      <category>发电</category>
      <author>老牛</author>
      <pubDate>Sun, 29 Jan 2023 11:54:53 +0000</pubDate>
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    <item>
      <title>光伏上下游冰火两重天，硅料涨价拐点将至，谁会受益？</title>
      <link>http://www.niugoo.com/discuz/forum.php?mod=viewthread&amp;tid=573</link>
      <description><![CDATA[https://www.jiemian.com/article/7419714.html]]></description>
      <category>发电</category>
      <author>老牛</author>
      <pubDate>Fri, 13 May 2022 08:40:35 +0000</pubDate>
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    <item>
      <title>长江电力2021年财报：未来业绩还有空间吗？</title>
      <link>http://www.niugoo.com/discuz/forum.php?mod=viewthread&amp;tid=563</link>
      <description><![CDATA[https://www.jiemian.com/article/7437011.html

水电上市平台长江电力（600900.SH）通过投资收益，成功“平滑”了2021年因来水偏枯和上游电站蓄水造成的发电量减少影响。最新财报显示，2021年长江电力收入556.46亿元，同比减少3.7%；归母净利润262.73亿元，同比减少0.2 ...]]></description>
      <category>发电</category>
      <author>老牛</author>
      <pubDate>Mon, 09 May 2022 02:57:52 +0000</pubDate>
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    <item>
      <title>147亿，四大硅料巨头一季度赚的比去年半年还多</title>
      <link>http://www.niugoo.com/discuz/forum.php?mod=viewthread&amp;tid=562</link>
      <description><![CDATA[https://www.jiemian.com/article/7377644.html]]></description>
      <category>发电</category>
      <author>老牛</author>
      <pubDate>Wed, 04 May 2022 02:54:28 +0000</pubDate>
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    <item>
      <title>长江电力：“买买买”的水电之王，稳稳的10%幸福</title>
      <link>http://www.niugoo.com/discuz/forum.php?mod=viewthread&amp;tid=521</link>
      <description><![CDATA[https://www.huxiu.com/article/480800.html]]></description>
      <category>发电</category>
      <author>老牛</author>
      <pubDate>Sat, 01 Jan 2022 08:55:28 +0000</pubDate>
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    <item>
      <title>中环股份(002129.SZ)单晶硅片涨价，利好隆基股份（601012.SH）？</title>
      <link>http://www.niugoo.com/discuz/forum.php?mod=viewthread&amp;tid=485</link>
      <description><![CDATA[https://www.gelonghui.com/p/445375]]></description>
      <category>发电</category>
      <author>老牛</author>
      <pubDate>Tue, 09 Feb 2021 06:09:31 +0000</pubDate>
    </item>
    <item>
      <title>太阳能电池专题</title>
      <link>http://www.niugoo.com/discuz/forum.php?mod=viewthread&amp;tid=474</link>
      <description><![CDATA[1.进击的光伏！行业景气度推动巨头频频扩产
https://www.zhitongcaijing.com/content/detail/397998.html

消息面上，国家能源局20日公布的2020年全社会用电量等数据显示，2020年太阳能发电新增装机数据为48.2吉瓦。此前，国家能源局公布的前三季度光伏新增装机数据为18 ...]]></description>
      <category>发电</category>
      <author>老牛</author>
      <pubDate>Sat, 23 Jan 2021 14:39:43 +0000</pubDate>
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