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国海证券4月17日发布研报称,给予许继电气(000400.SZ)买入评级。评级理由主要包括:1)2023年新能源及系统集成业务快速增长,业绩指标稳中向好;2)公司柔直项目工程经验丰富,特高压和海风柔直渗透率提升有望推动公司业绩较快增长;3)国内电网数字化发展叠加海外市场开拓,公司相关业务存在较大发展机遇。(每日经济新闻)

Guohai Securities released a research report on April 17 stating that it gave Xu Ji Electric (000400.SZ) a purchase rating. The main reasons for the rating include: 1) the new energy and system integration business grew rapidly in 2023, with steady, moder

Zhitong Finance ·  Apr 18 06:59
Guohai Securities released a research report on April 17 stating that it gave Xu Ji Electric (000400.SZ) a purchase rating. The main reasons for the rating include: 1) the new energy and system integration business grew rapidly in 2023, with steady, moderate and positive performance indicators; 2) the company has extensive engineering experience, and the increased penetration rate of UHV and Sea Breeze is expected to drive rapid growth in the company's performance; 3) the digital development of domestic power grids is compounded by overseas market development, and the company's related business has great opportunities for development. (Mainichi Keizai Shimbun)

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