研报掘金丨东吴证券：首予长高电气“买入”评级，产品矩阵全面业绩快速增长

格隆汇07-20

东吴证券研报指出，长高电气主业再聚焦，成长启新程。深耕电力设备综合领域，产品矩阵全面业绩快速增长。“十五五”期间主网投资稳健增长，特高压有望维持高景气周期。认为公司凭借产品力和技术实力，后续国网中标份额和金额有望双双提升。GIS向高电压等级持续突破&变压器下游客户加速渗透，发行可转债大幅扩产支撑中长期成长。公司国网招标份额稳健增长，组合电器产品向高压突破，有望受益于特高压建设增长。考虑到公司输变电...

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