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政策利好助推特高壓板塊持續拉昇 科林電氣、大連電瓷漲停
格隆匯11月25日丨繼許繼電氣上午率先封板後,科林電氣、大連電瓷午後隨之封板,國電南瑞、思源電氣逼近漲停,國電南自、風範股份、中環裝備等跟漲。近日,南方電網公司印發《南方電網“十四五”電網發展規劃》提出,“十四五”期間,南方電網電網建設將規劃投資約6700億元,投資額相比“十三五”期間同比提升36%。有行業分析師指出,南方電網“十四五”電網發展規劃落地,加速以“數字化”、“清潔化”為主要特徵的“新能源為主體的新型電力系統”,其中配電網投資、特高壓系統超預期。

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