东方财富证券：北美电网扩容电力设备景气逻辑持续演绎

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智通财经APP获悉，东方财富证券发布研报称，美国三大区域电网运营商相继获批750亿美元的输电扩容项目，核心是建设一批765kv超高压线路，预期将扩容至10000英里，为现有容量的4倍。北美电网扩容验证全球电网景气逻辑，本土电力设备产能吃紧，已进入北美供应的厂商有望享受市场扩容+份额提升红利期，未导入厂商迎导入供应的机会窗口。东方财富证券主要观点如下：海外电力行业近况美国三大区域电网运营商相继获批...

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LAB，2018年，数据中心的电力消耗约76TWh，占美国总电力消耗为1.9%，到2023年达到176TWh，占美国总电力消耗4.4%。预计到2028年，数据中心的总电力消耗范围约325-580TWh，占美国总电力消耗的6.7%-12.0%。北美输配电网络历史久，设备老旧，难以应对用电量提升、负荷波动，亟需升级改造截至2025年，70%的变压器使用年限已达25年或以上，60%的断路器寿命已达30年或以上，70%的输电线路寿命已达25年或以上。用电量提升要求电网提升输电容量，可再生能源的波动要求电力系统灵活可调，北美输电网的升级改造迫在眉睫。北美电网扩容验证全球电网景气逻辑，本土电力设备产能吃紧，已进入北美供应的厂商有望享受市场扩容+份额提升红利期，未导入厂商迎导入供应的机会窗口。标的方面建议关注：思源电气(002028.SZ)、特变电工(600089.SH)、神马电力(603530.SH)、华明装备(002270.SZ)、金盘科技(688676.SH)、伊戈尔(002922.SZ)、安靠智电(300617.SZ)等。风险提示北美电网投资不及预期；行业竞争加剧；关税风险等。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"CCBot/2.0 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东方财富证券：北美电网扩容 电力设备景气逻辑持续演绎

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东方财富证券：北美电网扩容电力设备景气逻辑持续演绎