Group 1 - The core viewpoint of the article highlights the strong performance of power equipment stocks, with notable increases in share prices for companies such as Harbin Electric (up 7.16%), Dongfang Electric (up 6.02%), and others [1] - Huatai Securities reports that 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] - The firm is optimistic about the accelerated construction of a national unified electricity market, predicting that grid investment during the 14th Five-Year Plan period will exceed 4 trillion yuan, a significant increase from the 2.8 trillion yuan investment during the 13th Five-Year Plan [1] Group 2 - The main grid construction is expected to support the interconnection of the national grid framework, which is crucial for establishing a unified national electricity market, and is anticipated to remain a key focus area for investment [1] - The demand for UHV construction is at a high level, driven by the need for cross-province transmission channels and reinforcement of weak grids in the western regions [1]
电力设备股震荡走强 哈尔滨电气涨7.16% 机构指主网投资有望进一步提速