Group 1 - The core viewpoint of the article highlights a significant rise in electric equipment stocks, driven by the announcement from the State Grid Corporation regarding substantial investment plans during the 14th Five-Year Plan period [1] - Harbin Electric (01133) saw an increase of 8.7%, trading at 20.5 HKD, while Dongfang Electric (01072) rose by 6.77% to 27.76 HKD, indicating strong market sentiment towards the sector [1] - The State Grid Corporation plans to invest 4 trillion yuan in fixed assets during the 15th Five-Year Plan, representing a 40% increase compared to the 14th Five-Year Plan, aimed at enhancing the new power system's industrial chain and supply chain [1] Group 2 - The investment growth rate of 40% for the 15th Five-Year Plan is significantly higher than the 16.4% growth rate during the 14th Five-Year Plan, indicating a strategic shift towards more aggressive investment in grid infrastructure [1] - In 2021, the fixed asset investment and grid investment were nearly equivalent at 497.2 billion yuan and 473 billion yuan respectively, suggesting a close relationship between overall investment and grid development [1] - The National Development and Reform Commission and the Energy Administration have issued guidelines to promote high-quality development of the power grid, emphasizing the importance of proactive investment in grid construction [1]
港股异动 | 电力设备股集体走高 国家电网“十五五”拟投4万亿 较“十四五“期间增长40%