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《大行》花旗:雅魯藏布江巨型水電項目啟動 水電及電網設備製造商受惠
花旗發表報告,料西藏雅魯藏布江巨型水電項目建設將帶來1.2萬億元人民幣的電廠資本支出,以及7,680億元人民幣的電網資本支出,這將使水電設備製造商東方電氣(01072.HK),以及電網設備製造商思源電氣(002028.SZ)、平高電氣(600312.SH)和許繼電氣(000400.SZ)受益。 除上述項目外,電網設備製造商可能因國家電網在8月潛在上調2025年資本支出預算而獲益。在2025年上半年業績公布前夕,花旗看好華潤電力(00836.HK),因其A股可再生能源分拆計劃;金風科技(02208.HK)受惠利潤率提升;港華智慧能源(01083.HK)盈利增長;以及協鑫科技(03800.HK)和通威股份(600438.SH)受益於供給側改革。
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