首隻翻倍特高壓概念股！中國西電再封漲停，年內累漲102%
今日，中國西電（601179.SH）今日開盤後強勢拉昇至漲停板，截至午間收盤，報收7.37元/股，換手率3.2%，成交額11.54億元，總市值377.78億元。
來源：Wind
中國西電的股價年初至今已累漲102%，是今年內唯一翻倍的特高壓概念股。同時，僅次於中國西電股價的保變電氣年初至今股價累漲接近翻倍，為96%。
來源：Wind
同時，特高壓板塊今日走勢活躍，整體走強。其中金冠股份、漢纜股份、平高電氣、中國西電、國電南自、中元股份強勢漲停，長高集團，匯金通、特變電工大漲6%以上，許繼電氣、華明裝備，精準信息等多股跟漲。
日前多個官方證券媒體刊文點贊特高壓產業建設，其中證券時報認為，特高壓產業成為復工復產“發動機”，直言“產業鏈製造商業績或迎井噴”。
報道稱，國家電網在建的9條特高壓輸電通道全部復工，全年建設項目投資規模將達到1811億元。據測算，這些投資將有效帶動上下游產業發展，拉動社會投資3600億元，總體規模近5411億元。
報道重點提及中國西電是在換流閥領域與國電南瑞、許繼電氣為龍頭，項目中標率分別為20%、42%、31%，合計達93%；同時，在GIS領域，平高電氣、中國西電為龍頭，項目中標率分別超過40%和20%。
此前在4月2日，國網召開“新基建”工作領導小組第一次會議，提出“以特高壓等為代表的新型能源基礎設施，有利於促進能源結構調整和清潔低碳發展。”會上要求確保年內建成“3交1直”工程，力爭明年建成陝北～湖北、雅中～江西直流工程。同時，會議還推進已納入國家規劃的華中交流網架、白鶴灘外送2回直流等工程儘快核准。
據公司2019年第三季度報告，中國西電上年營收95.72億元，歸母淨利潤2.91億元，扣非歸母淨利潤2.06億元，同比增長15.87%、15.94%、27.95%。
2019年第三季度報告 來源：中國西電
東興證券認為，特高壓線路的投資力度大，對經濟貢獻較為突出，預計2020-2022年特高壓投資將為主設備企業帶來超過200億的訂單量，同時追加的3條直流可研項目，有望增加直流設備供應商的業績持續性。
東北證券表示，經歷十幾年的發展，特高壓工程建設在一定程度上助推了我國本土電力裝備產業研製水平的提高，並在GIS間隔、大型電力變壓器、換流閥、電網保護控制系統等領域，湧現出一批優秀企業。特高壓工程全面復工復產，有助拉動產業鏈製造環節各企業相關業務發展。
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