中信建投:重点关注国产燃气轮机产业链、AIDC、欧洲海风等环节公司订单变化

智通财经
Sep 03
【中信建投:重点关注国产燃气轮机产业链、AIDC、欧洲海风等环节公司订单变化】中信建投研报指出,Q2锂电储能在收入端兑现高景气,海风、光伏下挫反映行业目前在底部徘徊、电力设备行业也持续进入景气周期,特别是出口链表现较为出色,但对于未来的担忧压低了板块的估值。扩产层面,行业整体依然温和。投资建议:①大储、户储板块、锂电及材料在二季度开始业绩增长兑现,供需形势依然良好,近期受到外部环境变化挑战,估值水平明显回落,值得继续重点关注。②在订单或边际变化定价的范式上,重点关注国产燃气轮机产业链、AIDC、欧洲海风等环节公司订单变化。

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