特高壓板塊逆勢走強 中環裝備(300140.SZ)等三股漲停
格隆匯3月23日丨特高壓板塊逆勢走強,中環裝備、科林電氣、大連電瓷相繼漲停,國電南自、中國西電、國電南瑞等跟隨。近期以來,國網連續上調特高壓投資預算規模,3月14日,國家電網對外表示,今年特高壓建設項目投資規模1811億元;而在三天前(3月11日),毛偉明曾透露,全年公司特高壓建設項目明確投資規模為1128億元,可帶動社會投資2235億元,整體規模近5000億元。而更早前,國家電網曾宣稱,2020年特高壓建設項目初步安排投資330億元。此前,國家電網已發佈特高壓前期工作計劃,年內將核准7條線路(5交2直),以及3條特高壓直流初可研,總投資1072億元。業內認為,隨着特高壓等新基建項目成為國家戰略,國家電網投資超出市場預期,相關設備商有望受益。
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