高盛发表研报，将国电南瑞(600406.SH) 和海螺水泥(00914.HK) 加入亚太区确信名单，同时将台积电(TSM.US) 和SK海力士剔除。
高盛认为，国电南瑞在规模及范围上属最佳选择，能够从中国智慧电网投资的结构性转变中获益，主要由于整合间歇性及不稳定可再生能源带来的挑战越来越大，而人工智能对电力需求的增加或会带来利好。
至于海螺水泥H股方面，高盛认为中国地方政府债务的解决，可以稳定基础建设，进而巩固需求。加上非授权产能去除带来的供给面改善，预计行业今年的产能利用率将由目前51%上升至63%。该行亦预测，今年海螺水泥的中国平均单位毛利将达到每吨85元人民币，相对去年为每吨58元人民币，推动今年盈利预计按年增加83%。(js/u)
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