Group 1 - The National Development and Reform Commission (NDRC) has announced the early batch of "two heavy" project lists for 2026, with a total investment of approximately 295 billion yuan, marking an increase of 95 billion yuan compared to the previous year, indicating a continued focus on investment to stabilize the economy [4] - The State Grid Corporation plans to invest 4 trillion yuan during the 14th Five-Year Plan period, which is a 40% increase from the previous plan, focusing on building a smarter and greener power grid system, which will drive the development of the entire new energy industry chain [5] - Key projects include the construction of ultra-high voltage AC ring networks and pumped storage power stations, with an emphasis on accelerating the construction of ultra-high voltage transmission projects to support the rapid growth of new energy installations [5]
【建筑建材】26年提前批“两重”项目清单下达，国家电网“十五五”计划投资4万亿元——建筑建材及基建公募REITs半月报（孙伟风/吴钰洁）
光大证券研究·2026-01-19 23:06