华泰证券:电表替换高峰延续至2026年 “四可”带动投资需求

DoNews
30 May

华泰证券研报显示,国内电表替换高峰将持续至2026年,预计全年招标需求约9000万只。尽管价格环比下降9.6%,但市场集中度保持稳定。分布式“四可”要求将推动智能电表模块升级与物联表需求增长,相关设备投资有望增加。目前电表企业估值处于低位,股利支付情况良好。免责声明:本文内容由开放的智能模型自动生成,仅供参考。

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