神力股份(603819.SH)漲停 《電機能效提升計劃(2021-2023年)》引發
格隆匯11月23日丨神力股份盤初已封漲停板,報價14.84元,股價創去年10月以來新高,市值32億元。公司主營業務為電機(包括電動機和發電機)定子、轉子衝片和鐵芯的研發及生產,可應用於不同種類和型號的電機,包括船舶配套電機、柴油發電機、風力發電機、牽引電機、電梯曳引機、中高壓電機等,服務範圍涉及柴油發電、軌道交通、風力發電、電梯製造和機械傳動等專用電機配套領域。近日,工業和信息化部、市場監督管理總局聯合印發《電機能效提升計劃(2021-2023年)》提出,到2023年高效節能電機年產量達到1.7億千瓦,在役高效節能電機佔比達到20%以上,實現年節電量490億千瓦時,相當於年節約標準煤1500萬噸,減排二氧化碳2800萬噸。推廣應用一批關鍵核心材料、部件和工藝技術裝備,形成一批骨幹優勢製造企業,促進電機產業高質量發展。

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