[Table_Title] 研究报告 Research Report 26 Jul 2024 中国中国电新与火电 China (A-share) China (Overseas) Power Equipment & New Energy & Thermal Power 光伏产业链亏损推动行业出清，核电和传统能源保障 AI 电力需求 The PV Industry Chain Companies is Suffering from Market Clearing , Nuclear Power and Traditional Energy will Play an Important Role in Guaranteeing AI Power Demand 杨斌 Bin Yang 余小龙 Bruce Yu bin.yang@htisec.com bruce.xl.yu@htisec.com [Table_yemei1] 热点速评 Flash Analysis [Table_summary] (Please see APPENDIX 1 for English summary) 事件：美股上市公司 SunpPow ...