招商证券：国内电网装备板块增长更有确定性消纳困难成为核心矛盾

智通财经01-21

智通财经APP获悉，招商证券发布研报称，电网投资从“托底稳增长”转向“建设新型电力系统”的加速期，行业景气度有望贯穿“十五五”。行业供需均保持增长，消纳困难成为核心矛盾，外送通道建设(特高压/主网)和调节能力建设(储能/配网)是解决这一矛盾的主要路径。海外本土产能扩张受限，中国头部企业在变压器、开关、智能电表及绝缘子等领域具备极强的交付优势。招商证券主要观点如下：国网“十五五”投资规划超预期，行业...

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招商证券：国内电网装备板块增长更有确定性 消纳困难成为核心矛盾

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招商证券：国内电网装备板块增长更有确定性消纳困难成为核心矛盾