中信建投：国内电网高压设备估值相对出海较低，随市场预期持续提振将有修复机会

金融界07-01

中信建投（601066）研报指出，1)网内H1招标总体偏淡，特高压板块核心公司在手订单充沛，交付稳步推进，预计H1整体向上；主网业务交付节奏相对平缓。预计Q3网内招中标将相对集中改善，交付也将更为密集。2)网外：H1整体新能源端电力设备需求增速放缓，预计H2会相对改善。工业企业配套增量承压。3)海外：电力设备出海的高景气度延续，出口占比较高的公司，预计H1外销业务将起量增利。国内电网高压设备(尤其...

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