【东方证券:电力设备行业有望迈入景气成长周期】金十数据12月23日讯,东方证券研报指出,国内市场增长稳定基石,电力设备海外出口打开空间。国内投资水平有望提升,海外需求被持续激活,在全球化的能源转型浪潮中,海外欧美国家迈入电网系统建设新周期。在欧美等发达国家,智能电网技术的推广和应用,以及对老化电网基础设施的现代化改造,正在成为电网发展的新趋势。与此同时,发展中国家的电网建设也在蓄势待发,准备迎接新一轮的投资和建设热潮。国内海外共振,电力设备行业有望迈入景气成长周期。
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