Core Viewpoint - The electric equipment stocks are experiencing a strong upward trend, driven by significant investments in the power grid and the approval of major projects like the Zhejiang UHV AC ring network project [1][2] Group 1: Stock Performance - Harbin Electric (01133) increased by 7.16% - Dongfang Electric (01072) rose by 6.02% - Chaowei Power (00951) gained 2.94% - Shanghai Electric (02727) went up by 2.48% - Yihuatong (02402) saw an increase of 2.05% [1][2] Group 2: Investment Insights - The Zhejiang UHV AC ring network project has received approval from the National Development and Reform Commission, with an expected completion and operation date in 2029 and a total investment of approximately 29.3 billion yuan, marking it as the highest investment and largest single project in China's UHV AC engineering to date [1][2] - Huatai Securities anticipates steady growth in power grid investment during the 14th Five-Year Plan period, with a projected investment exceeding 4 trillion yuan, a significant increase from the 2.8 trillion yuan during the 13th Five-Year Plan [1][2] - The construction of the main grid is expected to facilitate the interconnection of the national power grid, serving as a crucial support for the establishment of a unified national electricity market, which remains a key focus for future development [1][2]
电力设备股震荡走强 哈尔滨电气(01133)涨7.16% 机构指主网投资有望进一步提速