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安靠智电(300617.SZ):目前具备10kV-1000kV全系列GIL生产制造能力
Ge Long Hui· 2026-01-30 08:09
Core Viewpoint - Anke Intelligent Electric (300617.SZ) has demonstrated its capability in producing a full range of Gas Insulated Lines (GIL) from 10kV to 1000kV, achieving advanced levels recognized by industry authorities and marking a significant innovation with its 220kV three-phase common box GIL product, which is a global first [1] Group 1: Product Development and Market Position - The company has successfully passed new product evaluations organized by the China Machinery Industry Federation and has received recognition from State Grid and Southern Power Grid, indicating its products meet international or domestic advanced standards [1] - GIL products have a rich operational performance in urban power grids and user-side applications, with market expansion in urban grids, local governments, user-side, and generation-side scenarios [1] - In response to the rapid increase in copper prices and the growing demand for low-cost transmission products, the company is developing smaller, cost-effective GIL products, focusing on innovations in lightweight components, new electrical connections, production processes, and intelligent installation [1] Group 2: Future Innovations and Market Expansion - The company aims to replace large-section, high-voltage cables (110kV, 220kV) and tubular busbars with low-cost GIL to further increase its market share [1] - The company is actively advancing its research in DC GIL technology, with expected breakthroughs by 2026 [1] - The company is also expanding its overseas market presence, having achieved certain sales of GIL products internationally [1]