摩根大通：东盟电网：是幻想还是现实？中国电力设备企业的机遇

J P M O R G A N Asia Pacific Equity Research 27 June 2025 This material is neither intended to be distributed to Mainland China investors nor to provide securities investment consultancy services within the territory of Mainland China. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. ASEAN Power Grid Myth or reality? TNB is a standout winner; opportunity for CH power equipment players The ASEAN Summit in Kuala Lumpur in late-May has ...