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特高壓板塊大幅拉昇 中國西電等多股漲停
格隆匯9月10日丨特高壓板塊大幅拉昇,長高集團、中國西電、保變電氣、國電南自等多隻個股漲停,中元股份、通光線纜均大漲超11%,漢纜股份、許繼電氣、國電南瑞等紛紛大幅走高。青海省能源局近日委託招標代理機構對青海至河南直流特高壓輸電通道可再生能源基地二期電源項目通過公開招標方式選擇投資主體,累計招標項目規模達5.3GW,含1.5GW風電項目、3.5GW光伏項目和300MW光熱項目。有業內人士認為,青豫特高壓項目為我國“十四五”期間特高壓輸送清潔能源提供重要的借鑑意義。目前多條特高壓路線有望加速落地,預計未來特高壓通道配套電源項目將成為我國可再生能源發展的重要支撐。

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