中金：电力设备出海延续高景气美国电网设施亟待升级_老虎社区_美港股上老虎

中金：电力设备出海延续高景气美国电网设施亟待升级

智通财经04-03

智通财经APP获悉，中金发布研报称，2026年1-2月主要电力设备出口总额同比增长34%，各地区同比均增长，亚洲、非洲、欧洲增速亮眼。其中，变压器出口金额约16亿美元，同比增长39%，电表出口同比增长3%。持续看好全球迎来电力投资大周期，中国企业海外布局加码，盈利弹性有望释放。回溯历史美国电网运行数据，极端天气在美国引发的停电事故并非偶发事件，已有冬季停电常态化趋势，或倒逼美国加速电网基础设施投资...

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