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天風證券:歐洲電網加速建設有望帶來增量 看好已打開海外市場相關標的
格隆匯 07-12 09:10

天風證券研報認為,歐洲電網加速建設有望帶來增量,看好已在海外打開市場的相關標的。Entso-e報吿指出,隨着歐洲海上混合輸電等跨國互聯電網項目推進,近期相關輸電系統運營商已經注意到建設準備時間幾乎增加了一倍;往未來看,供應鏈層面高壓變壓器、海底電纜、直流換流閥等相關電力設備或將面臨歐洲產能與需求不匹配的問題,且需求將隨歐洲電網加速建設而快速增長。優先看好已成功進軍歐洲及其他海外市場的電力設備公司,未來有望憑藉海外市場渠道優勢加速打開歐洲電力設備市場,實現業績增量。

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