A股估值扩张,电力设备行业领涨 | 西部策略 曹柳龙团队

柳龙视界
Nov 08

核心观点本周A股总体估值扩张,电力设备行业领涨。消息面上,电网投资持续加码,输配电设备招标频次提升,多家企业在手订单稳定,为业绩奠定基础。海外电力基建升级提速,国内电力设备企业海外拓展潜力有望进一步释放。当前电力设备行业整体全动态PE处于历史93.1%分位数,电网设备/光伏设备/电池行业全动态PE分别处于历史78.9%/100%/56.8%分位数,电池估值空间相对更大。创业板PE(TTM)扩张幅度...

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