Express News | Cinda Securities: This year is expected to be a major year for grid investment, and the sector has relatively good investment opportunities.

BreakingsDec 15 11:23

Soochow: AI siasun robot&automation creates a wave of electrical revolution, accelerating the second curve of electrical equipment & industrial control.

The domestic ultra high pressure and distribution networks are making a concerted effort, while overseas demand is entering the second stage of increasing volume.

Zhitong FinanceDec 10 16:03

Sieyuan Electric (002028): Performance growth is steady, and the new GIS base is expected to contribute additional volume.

The company announced its 2024 third quarter report, achieving revenue of 10.407 billion yuan, YoY +21.28%; achieving a net income attributable to the parent company of 1.491 billion yuan, YoY +29.88%; achieving non-net income attributable to the parent company.

huaan securitiesDec 3 00:00

Express News | Galaxy Securities: The domestic and international grid construction is highly prosperous. Grasp three major benefiting areas.

BreakingsNov 21 09:02

Research Reports Prospecting丨Northeast Securities: sieyuan electric driven by both domestic and overseas markets, maintaining a "buy" rating

The Northeast Securities research report points out that Sieyuan Electric (002028.SZ) is a rare private enterprise in the industry with qualifications for power grid operations, and its power transmission and distribution equipment business covers both primary and secondary equipment. Company executives have a professional background, the equity structure is stable, and the talent incentive policy continues to improve, indicating great potential. In terms of business within the grid, the national grid's investment in 2024 will first exceed 600 billion yuan, and as a quality private enterprise within the grid, the company is expected to benefit greatly. In terms of business outside the grid, China's installed capacity for solar and wind power continues to grow, and the company's business outside the grid achieves high growth alongside the increase in new energy installations, with the high voltage SVG's CAGR reaching 2 in the past five years.

Gelonghui FinanceNov 19 16:48 · Ratings

Siyuan Electric (002028): High-quality private enterprise in power equipment, driven by both domestic and overseas markets.

Report summary: A high-quality enterprise in the electrical field with diversified layouts in primary and secondary equipment. Sieyuan Electric was established in 1993 and is one of the few private enterprises in the industry with qualifications for power grid. The business of transmission and distribution equipment covers primary and secondary equipment, products, and research.

Northeast SecuritiesNov 19 14:42