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研報掘金丨東北證券:維持許繼電氣“買入”評級,柔性直流輸電發展提供新增長機會
格隆匯 02-11 16:51

東北證券研報指出,許繼電氣(000400.SZ)業務聚焦特高壓、智能電網、新能源、電動汽車充換電、軌道交通及工業智能化五大核心業務,整體業績與特高壓建設密切相關。2024年前三季度實現營收95.86億元,歸母淨利潤8.95億元。2017-2023公司總營收CAGR8.72%,近年實現穩定增長。國網直流輸電建設提升公司業績,柔性直流輸電發展提供新增長機會。公司是唯一同時具備構網型風、光、儲、SVG產品並通過第三方試驗的廠家,其產品成功應用於張北國家風光儲輸示範工程,具備核心競爭力。維持“買入”評級。

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