megamillionsnumbersfortonight| CITIC Construction Investment: The power equipment sector enters a long boom cycle

Every AI newslettermegamillionsnumbersfortonightThe CITIC Construction Investment (601066) research report pointed out that in the 2024 - 2025 cycle, power equipment (offshore, domestic, power supply, etc.), global household reserves (currently excluding Europe), and global large reserves are in the boom quadrant. Select bids within this rangemegamillionsnumbersfortonightThe winning rate is relatively high; the current fundamentals of lithium batteries, photovoltaics, and European household storage are already at the bottom of the L-shaped position. Lithium batteries may greatly improve the supply and demand situation of the industry in Q4 2024-Q2 2025. Photovoltaic production capacity in the first two quarters. Investment and capital expenditures are relatively intensive, focusing on the demand elasticity at the bottom of the industrial chain price. Selecting targets in this direction requires close tracking of the industry pattern and selection of valuations, and also requires strong timing capabilities. Sea breeze and hydrogen energy have the largest space, but there is certain uncertainty in demand and the sector may fluctuate. The direct effect of various factors such as policies on demand needs to be closely tracked in the follow-up.

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