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长期来看,替代能源板块应该还是可以跑赢整个A股市场,这是从产业发展的角度出发的。对于设备企业,需要关注风电设备市场份额、光伏企业的毛利率环比变化,智能电网建设投资对输变电设备的需求。
In the long run, alternative energy sector should still be able to outperform the entire A-share market, which is from the industrial development point of view. For equipment enterprises, attention should be paid to the market share of wind power equipment, gross profit margin of PV enterprises, and investment in transmission and transformation equipment for smart grid construction investment.