Huaxi Securities: Strong demand for power equipment, optimistic about overseas enterprises expected to achieve breakthroughs in international markets

Golden Ten Data, April 9 – According to a research report by Huaxi Securities, driven by the North American power grid renovation and large-scale AIDC construction, the demand for electrical equipment remains strong. Enterprises that possess high-quality channel resources, lead in technology, and actively expand related production capacity are expected to fully benefit. Continuous breakthroughs are anticipated in overseas business, particularly for export-oriented enterprises with high overseas gross profit margins. Particular attention is given to transformer and gas turbine industry chains, which feature both scarcity-driven demand and sustained order deliveries, offering strong beta and robust fundamentals overall.