电力设备股普涨 上海电气涨超6% 行业高景气度延续

格隆汇
Sep 25

港股电信设备股普遍上涨,其中,上海电气涨超6%领衔,金风科技涨3.6%,中国高速传动涨2.5%,福莱特玻璃涨2%,协鑫科技信义光能跟涨。

消息上,中信建投指出,全球进入电力设备需求上行周期。展望2025年,全球电网投资将超过4000亿美元,高景气度延续。AI将强势带动全球用电需求增长,配套电气设备需求显著增加。海外大厂纷纷上调资本开支预期,加大AIDC基础设施建设。

此外,美国变压器市场需求持续走强,变压器价格指数居高不下。中东变压器需求高速增长,中国企业斩获百亿级大额订单。从基本面来看,2025年上半年头部公司出口业务实现较快增长,起量增利。

责任编辑:栎树

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