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中金公司:全球電網投資具備韌性 出海仍是優質企業實現增長的重要動能
中金公司研報表示,全球電網投資具備韌性,出海仍是優質企業實現增長的重要動能,我們重申推薦電力設備出海。宏觀層面,英國新政府制定了更加積極的清潔能源裝機目標,並大力支持新能源車普及和電解槽制氫,法國議會選舉中左黨獲得優勢席位,BNEF認為這預示着法國將在未來5年內繼續積極推動能源轉型。歐洲是近年來電力設備需求較旺盛的區域之一。中國作為歐盟變壓器第一大進口國,中資有一定業績和品牌基礎,有望憑藉技術實力、性價比優勢進一步打開歐洲市場。微觀層面,2Q24業績驗證景氣度延續,看好訂單外溢之下中資的成長潛力。
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