Search
Huatai Securities posits that while the energy mix may demonstrate cyclical trends in the near term, primarily due to bottlenecks within the new energy system, the inherent manufacturing qualities of new energy—alongside its minimal reliance on resources—will ultimately propel the system toward grid parity. This shift is expected to catalyze nonlinear growth across the industry. Amidst the current global strain on power infrastructure development, the market has yet to fully appreciate the value of traditional electrical equipment (e.g., power grid equipment), leaving numerous undervalued segments. The anticipated scarcity of main grid equipment and the expansion of traditional power equipment into overseas markets next year are poised to offer unique investment opportunities.
-
C114 Communication Network -
Communication Home
