行业研究报告题录
电力、热力、燃气及水生产和供应业(2020年第28期)
(报告加工时间:2020-09-14 -- 2020-09-20)

行业资讯

境外分析报告

  • 全球压缩空气储能(CAES)市场-增长,趋势和预测(2020-2025年)
    The compressed air energy storage (CAES) technology includes the storage of energy by compression of air and storing the same in the underground cavern. The power is generated by heating the pressurized air and expansion of the same in a turbine, which drives the generator, leading to the power generation. Since 1870, CAES systems have been deployed to provide effective, on-demand energy for cities and industries. CAES offers the potential for both large- and small-scale, on-site energy storage solutions, as well as larger installations that can provide immense energy reserves for the grid. The first CAES plant of capacity 290 MW was set up in Germany in 1978, and a 110 MW plant commenced operation in Alabama in 1991. The successful operation of these two plants demonstrated the technical viability of CAES technology in supplying ancillary services, load following, and intermediate power generation. Despite its success, the market for CAES is in the nascent phase, due to several reasons, such as lack of investment and lack of technology, which prevented the development of new CAES plants. However, the market is expected to witness growth during the forecast period, owing to the increasing awareness of energy storage and investments on this technology
  • 全球无人机交付服务市场分析与预测:2023至2030
    The drone delivery service market is expanding across various industries and investments through various stakeholders, specially parcel delivery service providers and drone manufacturers are increasing, worldwide. The key players such as Airbus SAS, Amazon, Google, DHL, and UPS are continuously working on the development and testing of drones along with the requirement of necessary approvals for providing drone delivery services. The following figure depicts the segmentation of the drone delivery service market by drone type

投资分析报告

  • 新能源行业:欧洲8月新能源车销量同比增长超过150%-动力电池与电气系统系列报告
    今年8 月欧洲八国新能源车销量达到8.3 万辆,同比增长162%,其中德国、法国和英国销量分别为3.3 万辆、1.1 万辆和0.9 万辆,同比增长308%、208%和110%。9 月板块主流公司排产环比继续保持10-20%的增长,中游三部曲(欧洲崛起、中国回暖、中游出业绩)已经进入第二阶段。微观来看,一部分海外大车企占比较高的公司,Q3 出货同比增速超过50%。Q4 到明年Q2 都将会是持续加速的过程,并且中游盈利水平处在较低位置,出业绩是时间问题,时间是中游的好朋友。
  • 风电行业:大者恒强,展望风塔行业集中度提升带来的投资机遇
    国内风塔行业前四家快速扩产,2021年有效产能同比增长58%,国内市场CR4有望从2017年的27%提升至46%,并最 终提升至75%以上,行业集中度从竞争型演变为极高寡占型。

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