国际工业+能源:中日韩电力设备公司对比:面对海外需求大浪,维持梯度分工还是逐步对齐颗粒度?

研究报告 Research Report 18 Mar 2026 国际工业+能源 Global Industrials + Energy 中日韩电力设备公司对比:面对海外需求大浪,维持梯度分工还是逐步对齐颗粒度? Comparison of Power Equipment Companies: In the Face of a Massive Wave of Overseas Demand, Will the Tiered Division Persist or Gradually Converge? | | | | [Table_Info] | | | | | | --- | --- | --- | --- | --- | | | | | | 市盈率 P/E | | 股票名称 | 评级 | 目标价 | PE(2025E) | PE(2026E) | | 中广核电力 | Outperform | 3.80 | 13 | 12 | | 东方电气 | Outperform | 11.24 | 24 | 22 | | 上海电气 | Outperform | 2.02 | 60 | 41 | | 电能实业 | Out ...