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电站设备行业受益于电力供应紧张,行业爆发式增长。我们预测未来3年行业仍能保持20%左右的需求增长,利润增长速度将超越收入增速仍保持在30-40%的水平。建议适当关注电力设备行业中价值被低估品种。
Power plant equipment industry to benefit from tight electricity supply, explosive growth in the industry. We forecast that the industry will still maintain about 20% growth in demand in the next 3 years and profit growth will surpass the 30-40% growth rate of revenue growth. Recommended due attention to the value of the power equipment industry is undervalued varieties.