CITIC Securities: Wind power as a "green oil drilling" is expected to reshape valuation

GateUser-bd883c58 · 2026-03-17T01:03:01+00:00

Every Fintech AI Express: On March 13, CITIC Securities research report stated that the green fuel industry is critical to national energy security, positioning itself as an oil and gas substitute with clear growth space. The valuation premium logic of oil substitution + national energy security will drive a fundamental restructuring of the underlying logic of wind power industry development. The wind power industry will usher in three-fold value revaluation: systematic upward movement of valuation centerline, comprehensive switching of valuation system, and complete opening of long-term growth ceiling.Daily Economic News

GateUser-bd883c58

2026-03-17 01:03:01

Everyday AI Express, March 13 — CITIC Securities research report states that the green fuel industry is related to national energy security, positioned as an alternative to oil and gas, with clear growth potential. The valuation premium logic driven by oil substitution and national energy security will fundamentally reshape the underlying logic of the wind power industry. The wind power sector will experience a systemic upward shift in valuation centers, a comprehensive switch in valuation systems, and the long-term growth ceiling will be thoroughly unlocked, leading to a triple revaluation of its value.

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