
A | 中信建投:全球高压电力设备加剧紧张中国公司受益周期有望进一步拉长 人民财讯8月25日电,中信建投研报称,2026年7月美国变压器价格指数再度上涨,环比提升4%左右。

B | Kiev, Oct 21 (UNI) An air raid warning alarm was sounded on Friday in all of the Ukrainian territory with explosions reported across the country, Ukrainian news website Strana.ua said.
Blasts were reportedly heard in the Ukrainian capital region of Kiev, the southern cities of Mykolaiv and Zaporizhzhia as well as in the eastern city of Kharkiv.
Civil defense sirens were sounded earlier in the day in the capital and the wider region, in the Chernihiv province to the north, Rivne and Ivano-Frankivsk provinces in the west, Cherkasy, Poltava and Kirovohrad in the country's center, and Mykolaiv in the south.
UNI/SPUTNIK GNK。除原材料涨价外,供需紧张仍是涨价的重要因素。北美电网投资有望进入长期上行趋势;审批趋严+设备供给紧张下,AIDC规划数量仍维持增长,终端需求始终维持高位。

C | 海外电力设备龙头累计订单持续新高,供需失衡加剧紧张。中国公司深度获益于全球供需失衡,已步入较长出海黄金期。 。

D |
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Published on:09:07:28