華泰證券:特高壓核准與建設提速,配網集採模式下頭部企業份額有望提升
華泰證券研報表示,今年以來,國家電網工程加快建設,1-5月中國電網總投資2040億元,同增19.8%。主網招標需求強勁,2025年1-3批招標金額高達540.64億元,同比增長24.8%。同時,特高壓近期2條直流線路獲核准,年內項目接連投運,第3次設備招標公吿已經發布,核准與建設節奏提速。板塊內公司在非特高壓主網訂單有支撐,同時年內特高壓建設提速,配網集採模式下市佔份額有望進一步提升,預計2025-2026年業績有望保持同比較快增長。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.