特高壓概念股普漲 三部門明確到2023年高效節能變壓器在網運行比例提高10%
格隆匯1月18日丨特高壓概念股普漲,德威新材大漲16%,大東南漲停,行業龍頭國電南瑞和特變電工分別漲約9%和6%。

工業和信息化部、市場監管總局、國家能源局上週五聯合印發《變壓器能效提升計劃(2021-2023年)》,明確到2023年,高效節能變壓器在網運行比例提高10%,當年新增高效節能變壓器佔比達到75%以上。
據報道,目前全國每年新入網使用的配電變壓器約60萬台左右,在運的變壓器約1700萬台左右。隨着我國電力佈局的不斷推進,我國變壓器行業的市場需求將進一步擴大,前瞻產業研究院預計到2024年,我國變壓器行業的市場規模將接近5500億元。
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