No Data
No Data
Dongfang Electronics (SZSE:000682) Stock Performs Better Than Its Underlying Earnings Growth Over Last Five Years
Guosen Securities: New elements and new models reshape the underlying logic, and investment in distribution networks is expected to usher in a new cycle.
New models such as electrical utilities trading, virtual power plants, demand-side response, etc. have led to complex and frequent interactions between users and the distribution network in terms of energy, data, and instructions, reconstructing the operational logic of the distribution network.
China Great Wall Securities: Global power grid investment needs to accelerate. It is recommended to pay attention to the asia vets electric meters and transformers going global.
IEA predicts that in order to achieve the climate goals by 2030, the annual average investment in the global power grid needs to increase to over 600 billion US dollars, and the proportion of digital investments in the power grid is expected to gradually expand. It is recommended to focus on the overseas market for smart power transmission and distribution equipment, especially smart meters and transformers.
Everbright Securities: From ultra high pressure to the distribution side, investment and security of the power grid will continue to increase.
From ultra high pressure to the distribution side, investment and protection of the power grid will continue to increase. It is recommended to continue to focus on investment opportunities in power equipment export, ultra high pressure, and distribution side.
Dongfang Electronics' H1 Profit Jumps 25%, Operating Income Climbs 12%
Dongfang Electronics: Summary of Half-Year Report in 2024.
No Data
No Data