金吾财讯 | 港股电力设备股普升，截至发稿，协鑫科技（03800）涨3.47%，金风科技（02208）涨2.34%，潍柴动力（02338）涨2.02%，亿华通（02402）涨1.31%，福莱特玻璃（06865）涨1.15%。消息面上，国信证券研究指，二季度以来，受多重因素影响电网设备板块明显回调。上半年特高压招标规模超292亿（超去年全年），下半年重点项目预计陆续交付。配网方面，今年第一批集采结果6月出炉，价格触底修复，配网设备集中度稳步提升。电网投资确定性较高，资金再平衡背景下有望持续走强。AIDC方向下半年相关企业订单和业绩逐步体现AIDC弹性；出海方向中高压设备海外供给依然吃紧，中国企业出海提速。该机构建议，关注锂电池环节盈利高景气加纵向一体化机会。AIDC电力设备产品向直流高压迭代过程，更多国产企业迎来重要的弯道超车机会，有望切入全球AIDC供应链。海外各区域户储与工商储持续增长。风电行业景气拐点上行。
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