【中信证券：迎接开门红，关注国内电网投资与非美国需求空间】金十数据4月7日讯，中信证券研报表示，2025年一季度国家电网加快电网投资建设，电网投资实现“开门红”，同比增长27.7%。展望全年，我们维持判断电网基建投资完成额预计为6800-7000亿元，奠定电力设备内需的坚实基础。国内方面重点项目及配套招标持续落地，直接利好核心站内、站外设备及材料。海外方向，我们建议关注非美国业务为主的出海企业在情绪“错杀”后的布局价值。
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