财经快讯|中信建投：电力设备多维度需求旺盛
中信建投5月14日研报指出，电力设备多维度需求旺盛，海外业务起量增利，业绩保持高增，盈利能力上行。1）网内：电网投资增长提速，主干网+特高压+配网均有增长趋势，预计2024年将继续加大电网投资规模、增速可能继续提升；2）海外：电网升级改造/建设已成全球重要议题，全球电力设备需求高企。全球新能源增长+电网升级改造/建设的大趋势下，海外需求将持续向好；总体供需偏紧。
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