Core Viewpoint - The Hong Kong stock market saw a significant rise in power equipment stocks, driven by the acceleration of the national unified electricity market construction, with expectations of over 4 trillion yuan in grid investment during the 14th Five-Year Plan period, a notable increase from 2.8 trillion yuan in the previous period [1][2]. Group 1: Market Performance - Harbin Electric (01133) increased by 6.67%, with a latest price of 15.200 and a market capitalization of 33.991 billion [2] - Dongfang Electric (01072) rose by 6.39%, with a latest price of 23.320 and a market capitalization of 80.649 billion [2] - Northeast Electric (00042) saw a 5.88% increase, with a latest price of 0.270 and a market capitalization of 0.0236 billion [2] - Shanghai Electric (02727) increased by 3.72%, with a latest price of 4.180 and a market capitalization of 64.958 billion [2] - Chaowei Power (00951) rose by 2.21%, with a latest price of 1.390 and a market capitalization of 1.535 billion [2] - Yihua Tong (02402) increased by 2.05%, with a latest price of 25.860 and a market capitalization of 5.991 billion [2] - Tianneng Power (00819) saw a modest increase of 1.10%, with a latest price of 7.340 and a market capitalization of 8.266 billion [2] Group 2: Investment Outlook - Huatai Securities indicates that the main grid construction will support the interconnection of the national grid framework, which is crucial for building the national unified electricity market [1] - The focus on grid investment during the 14th Five-Year Plan period is expected to significantly enhance infrastructure compared to the previous plan [1]
电力设备股走强,哈尔滨电气、东方电气涨超6%