特高壓板塊走強 中國西電漲超8%
格隆匯3月27日丨特高壓板塊走強,中國西電漲超8%,特變電工、通達股份漲超5%,國電南自、平高電氣、漢纜股份等跟漲。消息上,據國網安徽電力公司對外透露,1000千伏蕪湖變電站主變擴建工程於近日獲安徽省發展改革委核准,這是國家電網有限公司系統內今年首個獲得核准的特高壓項目。國家電網公司已研究編制了《2020年特高壓和跨省500千伏及以上交直流項目前期工作計劃》,明確將加速5交5直特高壓工程年內核准以及前期工作。當前國家電網90%以上工程已實現復工。隨着復工的有序推進,相關零部件需求將出現井噴。分析認為,對於電力央企而言,推動穩增長以對衝疫情衝擊、帶動產業鏈恢復元氣成為迫切的任務,而投資額巨大的特高壓工程,撬動效果最為直接。
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