The Galaxy Securities Research Report points out that power grid construction at home and abroad is booming, and it is recommended to grasp the three major areas of benefit: 1) UHVDC is the basic market for power grid investment, and the trend is clear. Recommended attention: Guodian Nanrui, Xu Ji Electric, etc.; 2) Smart meters enjoy double dividends at home and abroad. It is recommended to focus on Haixing Electric Power; 3) Digitally intelligent and strong power grids have sprung up “small but beautiful” blue ocean markets in some segments, such as virtual power plants, power forecasting, digital twins, etc. It is recommended to focus on State Grid Communications, Oriental Electronics, etc.
银河证券：海内外电网建设高景气 把握三大受益领域
Galaxy Securities: The boom in domestic and overseas power grid construction grasps the three major areas of benefit
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