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特高壓板塊走強 中環裝備(300140.SZ)漲停
格隆匯 03-20 11:05
格隆匯3月20日丨特高壓板塊走強,中環裝備漲停,通光線纜大漲超9%,中元股份、四方股份漲超5%,匯金通、思源電氣等跟漲。新時代證券指出,受海外疫情及原油價格暴跌影響,歐美股市重挫。在外需不振的背景下,看好新基建對於經濟的拉動效果以及長期對於經濟高質量發展築牢的基礎。特高壓是新基建的排頭兵和重頭戲。從規模看,國家電網明確全年特高壓建設項目投資規模1128億元,可帶動社會投資2235億元,整體規模近5000億元。日前,國家電網已研究編制工作計劃,明確加速5交5直特高壓工程年內核準和前期預可研工作。新基建背景下,特高壓建設提速,建議重點關注特高壓領域的投資機會。
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