7月22日，电力设备板块走强，伟能集团涨近8%，信义光能涨近6%，哈尔滨电气涨超4%，协鑫科技涨超3%，上海电气涨超1%，东方电气涨近1%。
消息上，中央气象台继续发布高温橙色预警，全国多地高温持续，居民和工业用电量攀升，电力保供压力加大，催生设备更新与维护需求。
国金证券研报指出，电力设备出海与特高压建设高景气延续，国内电网投资持续超预期，三条主线确定性高：特高压建设加快推进、配网改造升级提速、电力设备出口受益于全球能源转型。AI高速发展带来的电力需求增量也将催生结构性机会。
7月22日，电力设备板块走强，伟能集团涨近8%，信义光能涨近6%，哈尔滨电气涨超4%，协鑫科技涨超3%，上海电气涨超1%，东方电气涨近1%。
消息上，中央气象台继续发布高温橙色预警，全国多地高温持续，居民和工业用电量攀升，电力保供压力加大，催生设备更新与维护需求。
国金证券研报指出，电力设备出海与特高压建设高景气延续，国内电网投资持续超预期，三条主线确定性高：特高压建设加快推进、配网改造升级提速、电力设备出口受益于全球能源转型。AI高速发展带来的电力需求增量也将催生结构性机会。
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