bestpoker| If you don't go to sea, you're out? Power grid equipment rises sharply at sea

Comments on the rise of power grid equipment out to sea: since 2024, the Prophet Research newspaper has issued many articles firmly to see the long-term logic continue to deduce. The core logic reiterates: the orders of foreign investors such as Siemens, Eaton and Hitachi Energy are high, the overseas demand is high, and the logic of domestic investment going to sea continues to be strengthened.BestpokerIn the big year of domestic power grid investment, the investment in off-grid power equipment should not be underestimated, and the new three-year energy efficiency upgrading plan for transformers is expected to stimulate demand.

Recent catalysis: Siemens 24Q2 orders increased by 28% year-on-year, profit growth is expected to rise; a number of American power companies upgraded capital expenditure; the introduction of a new national standard for transformers; and a big increase in bidding for the southern distribution network. With the strengthening of the trend of going out to sea, the sea links of various industries based on the global competitiveness of industries have become the main battlefield, and the investment style of the value faction has rebounded, forming a new trend of huddling.

To go out to sea for growth and income has become an important choice for enterprises, the market has stepped out of the new basic situation, the demeanor exceeds the main line, and the logic of low valuation and high growth of the export chain has been recognized. Year-round continuous interpretation of the sea view demeanor, the small secret circle and Prophet Research continue to follow and update.

Keywords going out to sea, power grid, transformer bullish and bearish (bullish) foreign investment such as Siemens, Eaton, Hitachi Energy and other on-hand orders are high, overseas demand is high, and the logic of domestic investment going to sea continues to strengthen; China is a big year of power grid investment. at the same time, the amount of investment in off-grid power equipment should not be underestimated, and the landing of the transformer energy efficiency grade upgrade plan in the new three years is expected to stimulate demand. The logic of demand resonance of power equipment at home and abroad will continue to be interpreted throughout the year. If you don't go out to sea, you're out! Hexun self-selected Stock Writer risk Tip: the above content is only the views of the author or guest, does not represent any position of Hexun, and does not constitute any investment advice related to Hexun. Before making any investment decision, investors should consider the risk factors related to investment products according to their own circumstances and consult professional investment advisers if necessary. Hexun tries its best but cannot confirm the authenticity, accuracy and originality of the above content, and Hexun does not make any guarantee or commitment.