光大證券:電網板塊具有較強的逆週期調節屬性,我國電網投資有望持續增長
光大證券指出,2023年以來,消納及出口打開了電網細分領域增長空間,相關企業盈利穩健增長,電網板塊因此持續取得超額收益。通過覆盤歷史上我國電網投資增速與GDP增速、電網投資與電源投資之間的勾稽關係,認為加大電網投資是刺激經濟發展的重要手段之一,並且電源端的快速建設也需要相應的電網建設來進行匹配。當前來看,我國電網投資有望持續加速增長,國網和南網是其中的主要力量。
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