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威勝信息(688100.SH):目前新型電力系統建設已處於提速的關鍵時期
格隆匯 10-26 09:15

格隆匯10月26日丨威勝信息(688100.SH)2023年三季度業績説明會紀要顯示,"十四五"期間電網對配網側的投資加大。國網方面預計未來五年每年將投入超過 700 億美元,推動電網向能源互聯網升級,預計約30-50%將投向配用電側。根據南網規劃,南網將配電網建設列入"十四五"工作重點,期間配電網的規劃投資達到3200億元,佔到總投資近半。十四五投資規劃中配網側投資佔比明顯提升,配網側投資佔比有望達到 60%以上。這個政策沒有發生顯著變化。

目前新型電力系統建設已處於提速的關鍵時期,新型電力負荷管理系統建設、配電網升級改造等均帶來新的需求空間,也成為投資的重點方向。超過159萬公里輸電線路需進行智能化監測改造,超6.7億户電力用户,超過2000萬户公變、專變配電用户升級改造,超過800萬户光伏用户接入電網需要靈活感知調控等各類場景。

公司數字電網業務與新型電力系統建設趨勢是相互契合的,重點佈局配電網和負荷側,通過能源物聯網應用技術、芯片設計與通信技術、人工智能技術為客户提供各類電力應用場景的綜合解決方案。

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