ezbaccaratonline| If you don't go to sea, you're out? Power grid equipment rises sharply at sea

Comments on the rise of power grid equipment at sea: since 2024EzbaccaratonlineProphet Research has published articles many times to see how long-term logic continues to be interpreted. The core logic reiterates: the orders of foreign investors such as Siemens, Eaton and Hitachi Energy have increased rapidly, the overseas demand is high, and the logic of domestic investment going out to sea has been continuously strengthened; in the big year of domestic power grid investment, the investment in off-grid power equipment should not be underestimated, and the energy efficiency level upgrading plan for transformers in the new three years is expected to stimulate demand.

Recent catalysis: Siemens 24Q2 orders increased by 28% year-on-year, profit growth is expected to rise; a number of American power companies upgraded capital expenditure; the introduction of a new national standard for transformers; and a big increase in bidding for the southern distribution network. The trend of going out to sea is strengthened, and all industries are based on the global competitiveness of the industry.EzbaccaratonlineThe sea link has become the main battlefield, and the investment style of the value school has rebounded, forming a new trend of huddling together.

To go out to sea for growth and income has become an important choice for enterprises, the market has stepped out of the new basic situation, the demeanor exceeds the main line, and the logic of low valuation and high growth of the export chain has been recognized. Year-round continuous interpretation of the sea view demeanor, the small secret circle and Prophet Research continue to follow and update.