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投资加码带动业绩释放，电力设备储能产业链迎周期回暖_我的网站

A |     (ECNS) -- Guangzhou’s Nansha Port hosted the maiden voyage of Sea Legend Shipping’s CAX “China–Europe Arctic Express” on Wednesday, marking south China’s first direct shipping route to Europe via the Arctic Ocean.    The service uses the Arctic Northeast Passage to connect South and East China’s trade hubs with Europe. Cargo from Nansha to Britain’s Port of Felixstowe now takes 28 days — 14 fewer than the Cape of Good Hope route.    Officials said the new corridor strengthens the Greater Bay Area’s role in Asia–Europe trade, giving exporters a faster, direct link through the Arctic Circle to Europe’s core ports.    (By Xu Wenda, Zhang Dongfang)                    。    2026年上半年，新型电力系统建设加速推进，两大电网维持高强度的固定资产投入，特高压、配网工程加快落地，储能装机需求持续释放。从电网设备大额框架订单落地，到储能企业营收利润大幅攀升，锂电材料环节利润修复，电力设备、储能产业链上市公司半年报透露出周期回暖信号。业内人士指出，板块虽处在需求上行周期，但结构性分化客观存在，后续项目落地节奏将成为检验产业链景气持续性的核心标尺。（中证报）。

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