点击名片关注“股选宝”→关注后点右上角“...”→设为星标,每日深度研析不错过!关键词:雅下水电、抽水蓄能、央企、核电01上涨逻辑1.政策红包:雅下水电项目给公司送订单,设备采购绕不开它。国信证券也提到,国内水电机组订单预计将加速释放,东方电气作为国内头部水电设备制造商有望受益。2.技术卡位:国内能造百万千瓦级水轮机的只有两家,东方电气就是其中之一。02核心竞争力1.主营业务够硬:清洁高效能源装备...
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