CITIC Securities: It is recommended to pay attention to leading companies in the construction of new energy and core companies providing digital and intelligent transformation and upgrading for the power grid.

The research report from CITIC Securities pointed out that according to Xinhua News Agency, State Grid announced on January 15th that the company's fixed asset investment during the "14th Five-Year Plan" period is expected to reach 4 trillion yuan, an increase of 40% compared to the "13th Five-Year Plan" period. Against the background of the overall expansion of investment in new energy construction, we suggest focusing on leading enterprises in new energy construction and core enterprises providing digital intelligent transformation and upgrade services for the power grid.