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充電樁板塊再度走強 通合科技等多股漲停
格隆匯 03-18 11:12
格隆匯3月18日丨充電樁板塊再度走強,通合科技、英可瑞、高瀾股份等多股漲停,特鋭德衝擊漲停,茂碩電源、厚普股份等大幅跟漲。消息上,國家電網黨組近日召開會議,全力復工復產,在加快“新基建”中扛起大擔當、展現新作為。國家電網黨組書記、董事長毛偉明主持會議並講話強調,要緊盯目標方向,除了抓好特高壓在建項目建設以外,要加快研究推動新能源汽車充電樁建設。要超前謀篇佈局,在加快特高壓發展、推動充電樁建設方面持續發力、取得突破。充電樁為新基建七大重點領域之一。機構認為,充電樁設備市場本質屬於傳統電源設備,行業競爭格局較為分散,並呈現週期性特徵。基於“新基建”背景,預計充電樁基礎設施建設望加快,整體充電樁設備製造市場望呈現週期向上的特徵,預計國內2025年充電樁設備合計市場約百億元。
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