中信建投研报表示，中国电力设备出海迎来黄金发展期。金十数据7月25日讯，美欧市场对变压器需求规模全球领先，需求持续高景气且供需偏紧，中国企业北美出海保持高增长，有望持续提升市场渗透率。
研报预计，欧美市场需求持续高景气；在中东等非美市场需求增加、欧美虹吸全球产能的背景下，中国企业将大有可为。出口头部公司持续兑现基本面，强预期持续照进现实。
中信建投：看好电力设备产业出海
2026-07-25 14:50:53
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