A股異動丨禾望電氣漲停 電力物聯網建設的持續推進
格隆匯12月19日丨禾望電氣(603063.SH)漲停,報9.56元,總市值41億元。國家電網近日下發的《泛在電力物聯網2020年重點建設任務大綱》顯示,2020年將是泛在電力物聯網建設“三年攻堅”的突破年,對如期完成“初步建設泛在電力物聯網”的目標至關重要。隨着國家電網泛在電力物聯網建設的持續推進,國內信息化設備的需求有望持續增長,電能表也將在新標準發佈+更新週期到來+物聯網對功能需求升級等多個因素推動下,迎來市場擴容,標準與智能化、信息化需求的提升也將進一步優化行業格局,優質供應商有望顯著受益。禾望電氣專注於電能變換領域,幫助客户實現高效、可靠、高品質的發電、用電和電能傳輸。目前,公司已形成了以電力電子技術、電氣傳動技術、工業通信/互聯技術和整機工藝/製造工藝技術為核心的技術平台。
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