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华鑫证券:国内变压器出海长期利好 高景气有望持续

Securities Times ·  Jun 25 08:56

证券时报网讯,华鑫证券研报指出,考虑全球新能源装机增长,欧美电网改造升级/建设,以及欧美制造业回流+数据中心等用户侧增量,海外变压器需求将持续向好,国内变压器出海长期利好,高景气有望持续。建议关注:明阳电气等。

校对:李凌锋

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