特高壓板塊拉昇走強 國電南自封漲停 行業建設望迎來提速
格隆匯9月29日丨特高壓板塊拉昇走強,國電南自封漲停,中元股份漲超11%,保變電氣、平高電氣、四方股份、漢纜股份等紛紛跟漲。近日,“拉閘限電”再次衝上熱搜,多地工業企業被要求“開三停四”“開二停五”甚至“開一停六”錯峯用電。分析指出,能源生產分配不平衡是限電的重要原因之一。我國能源的生產地和消費地跨度極大,大約80%的煤炭資源在西北部地區,80%的水利資源在西南部地區,80%的風、光資源也在西北部地區。通過新能源特高壓輸電技術,實現電力遠距離輸送,可有效緩解東部省份用電緊張、用電貴的壓力。隨着近期國內大規模拉閘限電問題的愈發嚴峻,國內特高壓建設望迎來提速。

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