一天拆解一家龙头-上海电气:上半年新增订单破千亿机器人核聚变持续突破,能源装备龙头能否迎来新机遇?

做一个价值发现者
Sep 03

最近能源装备板块表现不错,特别是一些在清洁能源转型中占据重要地位的龙头企业。今天我想和大家聊聊上海电气这家公司,刚好光大证券发布了它的最新点评,数据挺有意思的。上海电气作为国内能源装备制造的龙头企业,在当前"双碳"目标推动下表现如何?是否具备投资价值?让我们一起来深入分析一下。首先,让我们了解一下上海电气为什么能成为行业龙头,它的核心竞争优势在哪里。一、龙头基因上海电气在能源装备制造领域的龙头地位...

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