中信建投研报指出通过研究伊顿、日立两家全球知名电气装备公司的公开资料发现全球电力设备保持景气周期有望超出市场预期。主要的驱动力来自于新能源带来的全球电网升级和制造业产能全球再分配带来的发达国家再工业化进程加速。Q1-Q3 FY23日立能源新签订单达到26209亿日元同比增长达51%。能源转型、电网升级推动欧洲、美国、中东电网建设需求明显增加公司认为这将带来10-15年的增长机会。

智通财经04-15

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2427098131?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-04-15 08:01","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2427098131","market":"us","top_or_hot":-1,"title":"中信建投研报指出通过研究伊顿、日立两家全球知名电气装备公司的公开资料发现全球电力设备保持景气周期有望超出市场预期。主要的驱动力来自于新能源带来的全球电网升级和制造业产能全球再分配带来的发达国家再工业化进程加速。Q1-Q3 FY23日立能源新签订单达到26209亿日元同比增长达51%。能源转型、电网升级推动欧洲、美国、中东电网建设需求明显增加公司认为这将带来10-15年的增长机会。","media":"智通财经","content":"<div>\n<p>中信建投研报指出通过研究伊顿、日立两家全球知名电气装备公司的公开资料发现全球电力设备保持景气周期有望超出市场预期。主要的驱动力来自于新能源带来的全球电网升级和制造业产能全球再分配带来的发达国家再工业化进程加速。Q1-Q3 FY23日立能源新签订单达到26209亿日元同比增长达51%。能源转型、电网升级推动欧洲、美国、中东电网建设需求明显增加公司认为这将带来10-15年的增长机会。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404150801458b235c49&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中信建投研报指出通过研究伊顿、日立两家全球知名电气装备公司的公开资料发现全球电力设备保持景气周期有望超出市场预期。主要的驱动力来自于新能源带来的全球电网升级和制造业产能全球再分配带来的发达国家再工业化进程加速。Q1-Q3 FY23日立能源新签订单达到26209亿日元同比增长达51%。能源转型、电网升级推动欧洲、美国、中东电网建设需求明显增加公司认为这将带来10-15年的增长机会。</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中信建投研报指出通过研究伊顿、日立两家全球知名电气装备公司的公开资料发现全球电力设备保持景气周期有望超出市场预期。主要的驱动力来自于新能源带来的全球电网升级和制造业产能全球再分配带来的发达国家再工业化进程加速。Q1-Q3 FY23日立能源新签订单达到26209亿日元同比增长达51%。能源转型、电网升级推动欧洲、美国、中东电网建设需求明显增加公司认为这将带来10-15年的增长机会。\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-15 08:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404150801458b235c49&s=b><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中信建投研报指出通过研究伊顿、日立两家全球知名电气装备公司的公开资料发现全球电力设备保持景气周期有望超出市场预期。主要的驱动力来自于新能源带来的全球电网升级和制造业产能全球再分配带来的发达国家再工业化进程加速。Q1-Q3 FY23日立能源新签订单达到26209亿日元同比增长达51%。能源转型、电网升级推动欧洲、美国、中东电网建设需求明显增加公司认为这将带来10-15年的增长机会。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404150801458b235c49&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"ETN","symbol_name":"伊顿","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404150801458b235c49&s=b","article_id":"2427098131","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404150801458b235c49&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2427098131","pubTimestamp":1713139300,"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"中信建投研报指出通过研究伊顿、日立两家全球知名电气装备公司的公开资料发现全球电力设备保持景气周期有望超出市场预期。主要的驱动力来自于新能源带来的全球电网升级和制造业产能全球再分配带来的发达国家再工业化进程加速。Q1-Q3 FY23日立能源新签订单达到26209亿日元同比增长达51%。能源转型、电网升级推动欧洲、美国、中东电网建设需求明显增加公司认为这将带来10-15年的增长机会。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"ETN":"伊顿","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1861214812.USD":"Blackrock Future of Transport A2 USD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4588":"碎股","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4206":"工业集团企业","LU1861219969.SGD":"Blackrock Future of Transport A2 SGD-H","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4096":"电气部件与设备","BK4585":"ETF&股票定投概念","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4533":"AQR资本管理(全球第二大对冲基金)","HTHIY":"日立"},"translate_title":"The China Securities Research Report pointed out that by studying the public information of Eaton and Hitachi, two world-renowned electrical equipment companies, it was found that the global power equipment business cycle is expected to exceed market expectations. The main driving force comes from the upgrading of the global power grid brought about by new energy and the acceleration of the re-industrialization process of developed countries brought about by the global redistribution of manufacturing capacity. Q1-Q3 FY23 Hitachi Energy's new orders reached 2,620.9 billion yen, a year-on-year i","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ETN":1,"HTHIY":1},"content_text":"中信建投研报指出通过研究伊顿、日立两家全球知名电气装备公司的公开资料发现全球电力设备保持景气周期有望超出市场预期。主要的驱动力来自于新能源带来的全球电网升级和制造业产能全球再分配带来的发达国家再工业化进程加速。Q1-Q3 FY23日立能源新签订单达到26209亿日元同比增长达51%。能源转型、电网升级推动欧洲、美国、中东电网建设需求明显增加公司认为这将带来10-15年的增长机会。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2427098131"}