Soochow Securities research report pointed out that in 2023, orders for leading domestic power equipment companies will generally increase. The Energy Bureau issued a plan for the construction of ultra-high voltage power grids, and made good progress in the consumption of new energy. The ultra-high voltage and new energy infrastructure in China, overseas new energy + AI + power grid upgrade + manufacturing industry return, domestic and foreign demand for power equipment resonates cyclically, overseas power equipment companies have raised their revenue guidance, supply pattern is stable, overseas channels have high barriers, and it is recommended to focus on overseas, flexible direct current, ultra-high voltage and other directions. Individual stocks to watch include: Henan Pinggao Electric, XJ Electric Co.,Ltd., NARI Technology.
东吴证券：电力设备国内外需求大周期共振 关注出海、特高压等方向
Soochow Securities: Large cycles resonate in domestic and foreign demand for power equipment. Focus on overseas, ultra-high voltage and other directions.
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