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A股異動 | 特高壓概念股表現活躍 特高壓電網建設加快
格隆匯11月17日丨特高壓概念股表現活躍,尚緯股份、華明裝備、漢纜股份等漲停。11月16日,南昌至長沙1000千伏特高壓交流工程取得新進展,另外得益於新疆哈密南至河南鄭州±800千伏特高壓直流輸電線路的助力,今年前10月,疆電外送電量突破千億大關。2021年1-8月,電網工程完成投資2409億元,同比增長1.3%。國家電網提出,未來五年計劃投入3500億美元,推進電網轉型升級。我國特高壓電網項目中的成本主要包括基建、線路、鐵塔和站內設備,隨着特高壓電網投資逐步推進,特高壓電器的市場規模有望擴大。

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