电气设备行业周报：服务新能源高质量发展，特高压、电网自动化、数智化为电网重点投资领域

Industry Investment Rating - The report highlights the importance of investing in ultra-high voltage (UHV), grid automation, and digitalization as key areas in the power grid sector [2] Core Views - The report emphasizes the need to accelerate grid construction to optimize resource allocation, with a focus on UHV transmission projects and distributed power integration [1] - It suggests that UHV construction is urgent and will continue to progress rapidly, driven by large-scale renewable energy base projects [2] - The report also points out that investment in distribution networks is expected to increase, with digitalization being a key focus area [2] Key Areas of Investment UHV Construction - The report identifies specific UHV projects, such as Shaanbei-Anhui, Gansu-Zhejiang, and Mengxi-Jingjinji, as priorities for approval and construction [2] - It recommends focusing on core UHV DC and AC companies, including State Grid NARI, XJ Electric, and China XD Group [2] Distribution Network and Digitalization - The report highlights the transformation of distribution networks into interactive systems that integrate generation, grid, load, and storage [2] - It suggests that digitalization will be a key direction for investment in distribution networks, with companies like State Grid NARI, XJ Electric, and Dongfang Electronics being potential beneficiaries [2] Market Performance - The report provides a list of power equipment companies with their weekly performance, including notable gainers like Zhongheng Electric (18 92%) and Techo (13 80%) [4]