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中信证券:能源需求增长和系统转型推动电网和电源建设迈向新局面

CITIC SEC: The growth in Energy demand and system transformation are driving a new phase in grid and power supply construction.

Breakings ·  08:52

CITIC SEC Research Reports indicate that the growth in Energy demand and system transformation is continuously driving a new phase in grid and power supply construction globally. Domestic Electrical Utilities equipment benefits from the grid construction brought about by domestic energy transformation, while also expanding into overseas markets due to growing demand. Meanwhile, technological advancements represented by flexible Direct Current transmission are promoting innovation in the Industry Chain. The ongoing advancement of AI technology and the rapid development of the Siasun Robot&Automation industry will also drive the Industrial Control industry into a new phase, which includes market growth, business expansion, and product upgrades. Under the guidance of multi-link demands from Electrical Utilities systems, resonance of technological advancements, and markets both domestically and overseas, the growth potential for high-quality equipment companies is expected to further unfold.

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