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國電南瑞(600406.SH)收跌7% 國家電網明確提出要嚴格控制電網投資
格隆匯 12-04 15:10
格隆匯12月4日丨國電南瑞(600406.SH)收跌6.95%,報20.9元,成交10.5億元,最新總市值966億元。近日,國家電網下發了《關於進一步嚴格控制電網投資的通知》。文中提出了“三嚴禁、二不得、二不再”的投資建設思路。以產出定投入,嚴控電網投資規模;聚焦效率效益,加強電網投資管理。此舉標誌着,電網大投資時代正式宣告結束。毫無疑問,電網縮減投資衝擊最大的就是設備廠商。國電南瑞主營業務為電網自動化,工業控制業務(含軌道交通),發電及新能源業務,節能環保業務;繼電保護及柔性輸電、電力信息通信等領域的業務。
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