http://www.ishareread.com/tags/%E5%8D%81%E4%BA%94%E4%BA%94%E8%A7%84%E5%88%92/Recent content in 十五五规划 on 📖 爱分享读书Hugo -- gohugo.iozh-CNTue, 04 Aug 2026 00:00:00 +0800http://www.ishareread.com/p/%E5%8D%81%E4%BA%94%E4%BA%94%E7%94%B5%E5%8A%9B%E8%A7%84%E5%88%92%E5%8F%91%E5%B8%83%E6%A0%B8%E7%94%B5%E6%9D%BF%E5%9D%97%E5%85%A8%E7%BA%BF%E6%B6%A8%E5%81%9C%E7%BF%BB%E5%BC%80%E5%8D%A7%E5%BA%95%E7%BB%8F%E6%B5%8E%E5%AD%A6%E6%89%8D%E6%87%82%E8%83%BD%E6%BA%90%E8%BD%AC%E5%9E%8B%E7%9A%84%E5%BA%95%E5%B1%82%E9%80%BB%E8%BE%91%E4%BB%8E%E6%9D%A5%E4%B8%8D%E6%98%AF%E6%8A%80%E6%9C%AF%E8%80%8C%E6%98%AF%E7%AE%97%E5%BE%97%E8%BF%87%E8%B4%A6%E7%9A%84%E9%82%A3%E7%AC%94%E9%9A%90%E5%BD%A2%E6%88%90%E6%9C%AC/Tue, 04 Aug 2026 00:00:00 +0800http://www.ishareread.com/p/%E5%8D%81%E4%BA%94%E4%BA%94%E7%94%B5%E5%8A%9B%E8%A7%84%E5%88%92%E5%8F%91%E5%B8%83%E6%A0%B8%E7%94%B5%E6%9D%BF%E5%9D%97%E5%85%A8%E7%BA%BF%E6%B6%A8%E5%81%9C%E7%BF%BB%E5%BC%80%E5%8D%A7%E5%BA%95%E7%BB%8F%E6%B5%8E%E5%AD%A6%E6%89%8D%E6%87%82%E8%83%BD%E6%BA%90%E8%BD%AC%E5%9E%8B%E7%9A%84%E5%BA%95%E5%B1%82%E9%80%BB%E8%BE%91%E4%BB%8E%E6%9D%A5%E4%B8%8D%E6%98%AF%E6%8A%80%E6%9C%AF%E8%80%8C%E6%98%AF%E7%AE%97%E5%BE%97%E8%BF%87%E8%B4%A6%E7%9A%84%E9%82%A3%E7%AC%94%E9%9A%90%E5%BD%A2%E6%88%90%E6%9C%AC/<img src="http://www.ishareread.com/" alt="Featured image of post 十五五电力规划发布、核电板块全线涨停：翻开《卧底经济学》才懂，能源转型的底层逻辑从来不是技术，而是算得过账的那笔隐形成本" /><p>上周日晚上，我一个在券商做电力行业研究的朋友给我发了条微信：&ldquo;明天准备好，电力板块要炸。&rdquo;</p> <p>我当时正在吃西瓜，手都没擦就打开电脑。说实话，我不是不信他——这人去年精准预判了特高压行情，帮部门拿了年度最佳研报——但我好奇的是，他凭什么这么确定？</p>http://www.ishareread.com/p/8%E5%8F%B0%E6%A0%B8%E7%94%B5%E6%9C%BA%E7%BB%84%E4%B8%80%E6%AC%A1%E8%8E%B7%E6%89%B91700%E4%BA%BF%E6%8A%95%E8%B5%84%E8%90%BD%E5%9C%B0%E7%BF%BB%E5%BC%80%E8%81%AA%E6%98%8E%E7%9A%84%E6%8A%95%E8%B5%84%E8%80%85%E6%89%8D%E6%87%82%E7%9C%9F%E6%AD%A3%E7%9A%84%E9%95%BF%E6%9C%9F%E4%B8%BB%E4%B9%89%E4%B8%8D%E6%98%AF%E7%AD%89%E9%A3%8E%E5%8F%A3%E8%80%8C%E6%98%AF%E5%9C%A8%E7%A1%AE%E5%AE%9A%E6%80%A7%E8%B5%9B%E9%81%93%E4%B8%8A%E6%8F%90%E5%89%8D%E5%B8%83%E5%B1%80/Mon, 03 Aug 2026 04:00:00 +0800http://www.ishareread.com/p/8%E5%8F%B0%E6%A0%B8%E7%94%B5%E6%9C%BA%E7%BB%84%E4%B8%80%E6%AC%A1%E8%8E%B7%E6%89%B91700%E4%BA%BF%E6%8A%95%E8%B5%84%E8%90%BD%E5%9C%B0%E7%BF%BB%E5%BC%80%E8%81%AA%E6%98%8E%E7%9A%84%E6%8A%95%E8%B5%84%E8%80%85%E6%89%8D%E6%87%82%E7%9C%9F%E6%AD%A3%E7%9A%84%E9%95%BF%E6%9C%9F%E4%B8%BB%E4%B9%89%E4%B8%8D%E6%98%AF%E7%AD%89%E9%A3%8E%E5%8F%A3%E8%80%8C%E6%98%AF%E5%9C%A8%E7%A1%AE%E5%AE%9A%E6%80%A7%E8%B5%9B%E9%81%93%E4%B8%8A%E6%8F%90%E5%89%8D%E5%B8%83%E5%B1%80/<img src="http://www.ishareread.com/" alt="Featured image of post 8台核电机组一次获批、1700亿投资落地：翻开《聪明的投资者》才懂，真正的长期主义不是等风口，而是在确定性赛道上提前布局" /><p>上周五晚上，一条消息在投资圈炸开了锅。</p> <p>7月31日，国务院常务会议一口气核准了4个核电项目、8台百万千瓦级核电机组——浙江金七门二期、广东太平岭三期、辽宁庄河一期、山东莱阳一期。据澎湃新闻估算，这8台新机组的总投资超过1700亿元，带动的产业链总产出接近5000亿。</p>