銀河證券:把握電力設備兩條投資主線
銀河證券研報指出,新一輪國企改革提升行動將以提高核心競爭力和增強核心功能為重點,不斷優化國有經濟佈局和結構,收併購重組將是重要抓手。上市公司通過併購重組實現產業整合或多元化戰略,有望提高資產質量、提升經營效率、提升估值空間,從而提高投資價值。建議把握電力設備兩條投資主線:1)關注中電裝集團旗下聚焦主業,避免同業競爭而進行收併購的潛在機會。中電裝旗下有中國西電、許繼電氣等上市公司,未來中電裝有望進行統一的規劃和管理,通過併購重組以減弱集團內部的同業競爭,打造世界一流的智慧電氣裝備企業。2)關注國電南瑞、中國西電等央企國資控股上市公司在智能電網、儲能、綠色能源等戰略新興領域以及海外市場的收併購動作。
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