
一 | 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。除原材料涨价外,供需紧张仍是涨价的重要因素。 (ECNS) -- Firefighters in Fuzhou, Fujian Province, rescued a man Sunday after he became trapped in fast-rising river currents while trying to save his pet dog during heavy rainfall. At 4:08 p.m., the city's fire rescue bureau received a report that the man had entered the Aojiang River in Lianjiang County to retrieve his dog, swept in by sudden downpours. The current quickly pinned him in kneedeep water. Rescue crews arrived with water rescue gear, throwing a lifeline and guiding him to secure the rope and hold position. After 20 minutes, he was safely pulled ashore. A preliminary check found him in good condition. Authorities said the incident highlighted the dangers of sudden flash floods and urged residents to avoid entering rivers during heavy rain. (By Gong Weiwei)
。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。海外电力设备龙头累计订单持续新高,供需失衡加剧紧张。

二 | 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。 。

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