中信证券：火电交付大年开启上游锅炉管显著受益

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证券时报e公司讯，中信证券研报认为，自2022年以来国家加大火电审批力度，考虑到上游的交付周期，我们预计2024—2026年火电上游的锅炉管将进入交付大年。此外，我们预计2024年—2025年，每年消耗8万—10万吨锅炉管，而目前市场总产量在4万—5万吨，对应接近50%的供需缺口，因此锅炉管价格中枢仍有进一步上升空间，上升后将明显增厚相关企业的利润水平。海量资讯、精准解读，尽在新浪财经APP

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中信证券：火电交付大年开启 上游锅炉管显著受益

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中信证券：火电交付大年开启上游锅炉管显著受益