摩根大通——思源电气-A：系列产能扩张驱动盈利增长（附下载）

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免费体验“高时效”国际投行研报“T+0至“原研报”可至底部下载摩根大通——思源电气-A（002028）：系列产能扩张驱动盈利增长精华翻译• 核心逻辑：摩根大通看好思源电气系列产能扩张举措，预计公司今年盈利增长将超30%，其为中国电力设备板块首选股。公司上周完成中压开关设备工厂最终测试，2025年下半年已在江苏投产两座主要生产基地，满产后年营收贡献至少60-70亿元（彭博共识预计2026年公司总营收...

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