电气设备板块爆发，摩恩电气3连板，保变电气等涨停

Group 1 - The electrical equipment sector experienced significant gains, with companies like Zhongneng Electric rising over 12% and Moen Electric hitting the daily limit, reflecting strong market performance [1] - The State Grid Corporation of China completed fixed asset investments exceeding 420 billion yuan from January to September, marking an 8.1% year-on-year increase [1] - The State Grid announced a procurement plan for various core transmission and transformation equipment, with a total procurement amount exceeding 3 billion yuan [1] Group 2 - CICC anticipates a new peak in equipment bidding for UHV (Ultra High Voltage) projects, with ongoing high demand for main network bidding [2] - Several UHV projects are expected to enter the approval and equipment bidding stages by the end of this year, providing new performance support for leading UHV equipment companies [2] - The "14th Five-Year Plan" aims for significant growth in renewable energy installations, with an estimated addition of at least 1 billion kilowatts of wind and solar capacity, driving investment in grid infrastructure [2]