每经AI快讯,中信建投发布电新行业2025年中期投资策略称,从多角度对电力设备新能源行业的细分方向进行对比,结果发现,大部分板块已经处于底部的位置,但若要迎来股价向上弹性,必须出现积极的变化,换言之目前市值考量没有超跌修复的额外机会。策略上个股强于行业,考验投资者对行业及个股跟踪的细致程度,下半年可能出现的积极变化包括:风电行业订单持续兑现;光伏供给侧积极变化;锂电需求可能超预期;电力设备新的投资...
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