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工控&电网行业2024年度投资策略：工控人形未来序曲，电力设备巨擘远航-东吴证券

 工控：行业底部已现，短期看弱复苏+进口替代，长期看人形机器人，龙头公司强者恒强。工控需求仍处于周期底部震荡，展望24年新能源或承压、即光伏、锂电新增产能对应的工控需求同比下滑，但下游3C、汽车及部分传统行业库存或见底。节奏上，我们预计工控行业整体需求于24Q2拐点向上，并呈现弱复苏态势。供给侧来看，工控公司国产替代趋势依旧延续，日韩企业份额下滑、欧美相对稳定，内资之间的竞争（尤其是新能源领域）

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