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A股異動丨柔性直流輸電概念股拉昇 能源結構轉型帶來歷史性機遇
格隆匯1月26日丨柔性直流輸電概念股拉昇,中天科技漲停,中國西電漲逾7%,金冠電氣和國電南瑞漲逾6%。“雙碳”目標的提出標誌着能源結構轉型的開始,但高比例的新能源接入會對現有的電網穩定性和可靠性帶來巨大的挑戰,且由於我國東西部電力資源與需求的錯配,構建以特高壓電網為骨幹網架、各電壓等級電網協調發展的新型電網系統成大勢所趨。基於此,柔性直流輸電技術被市場給予厚望,該技術代表了當今世界輸電領域的最高水平,是作為構建以新能源為主體的新型電力系統的關鍵技術之一。

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