中信证券：建议关注新能源建设头部企业以及为电网提供数字智能化转型升级的核心企业

Group 1 - The core viewpoint of the article highlights that the State Grid announced a projected fixed asset investment of 4 trillion yuan during the "14th Five-Year Plan" period, representing a 40% increase compared to the "13th Five-Year Plan" investment [1] - In the context of overall expansion in new energy construction investment, there is a recommendation to focus on leading companies in new energy construction as well as core enterprises that provide digital and intelligent transformation upgrades for the power grid [1]