电气设备行业跟踪报告：国网公告甘肃-浙江特高压中标候选人，特高压建设持续推进

Investment Rating - The report maintains an "Outperform" rating for the electric equipment industry [1][6]. Core Insights - The construction of high-voltage projects is continuously advancing, with significant projects like the 1000kV Zhangbei-Shengli and Wuhan-Nanchang high-voltage AC projects recently put into operation. The National Grid has completed a total of 37 high-voltage projects in China [3]. - The report suggests that the acceleration of high-voltage and supporting main network construction is expected to continue, driven by the development of large-scale wind and solar power bases [3]. - Key investment targets include: - High-voltage direct current core companies: Guodian NARI, XJ Electric, and China XD Electric - High-voltage alternating current core companies: Pinggao Electric and China XD Electric - Main network equipment core companies: Siyuan Electric, Huaming Equipment, Changgao Electric, and Sifang Co., Ltd. [3]. Summary by Sections High-Voltage Project Updates - The report highlights the recent operational status of major high-voltage projects, indicating ongoing progress in high-voltage construction [3]. - The National Grid's planning aims to support the development of large-scale renewable energy sources in remote areas [3]. Market Performance and Key Companies - The report emphasizes the expected performance of specific companies within the electric equipment sector, identifying them as key players in the ongoing high-voltage projects [3]. - The analysis includes market share and average bid prices for various components related to high-voltage projects, showcasing the competitive landscape [1][3].