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A股異動丨中元股份漲停 國網公司將加快特高壓等工程建設
格隆匯 02-10 14:10
格隆匯2月10日丨中元股份(300018.SZ)漲停,報5.35元,總市值26億元。

國網公司於2月7日發佈多項全力恢復建設助推企業復工復產的舉措,將全面復工青海~河南、雅中~江西±800千伏特高壓直流,張北柔性直流,蒙西~晉中、張北~雄安1000千伏特高壓交流等一批重大項目建設,總建設規模713億元,全力帶動上下游產業復工復產。華創證券指出,國網公司還提出,將推進一批重點項目前期工作,加大基礎設施領域補短板力度。具體將加快推進包括南陽-荊門-長沙等在內的5條特高壓交流,白鶴灘-江蘇等特高壓直流重點項目前期進度,力爭儘早核准開工。特高壓設備技術難度大且行業集中度高,國網多項特高壓基建項目近期重啟,GIS、換流閥等相關製造商有望受益。
中元股份經營業務已拓展到智能電網,公司主要圍繞智能變電站、智能配網、新能源應用研發、製造、銷售用户所需產品並提供相關服務。
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