【券商聚焦】中金公司:北美电网扩容催生电力设备出海红利

金吾财讯
4 hours ago

(原标题:【券商聚焦】中金公司:北美电网扩容催生电力设备出海红利)金吾财讯|"中金公司"发布研报指,美国三大区域电网运营商获批750亿美元超高压扩容项目,叠加AI算力用电激增、设备老化替换及新能源并网需求,电力设备行业迎来十年期景气窗口。北美本土产能空心化导致核心设备交付周期延长至120周以上,中国厂商凭借技术、成本及交付优势加速渗透。 市场表现方面,2026年3月美国输变电设备招标量同比激增...

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