未知机构：国网2026年度总部集中采购批次安排输变电设备安排6个批次分别-20260204

Summary of Conference Call Notes Company/Industry Involved - The notes pertain to the State Grid Corporation of China (国网) and its procurement plans for 2026 Core Points and Arguments - The procurement plan for 2026 includes a total of 104 bidding batches, maintaining the same quantity as the initial plan for 2025 [1] - The procurement is categorized into several segments: - Transmission and Transformation Equipment: 6 batches scheduled for February, March, June, July, September, and November [1] - Ultra-High Voltage Equipment: 6 batches scheduled for February, April, June, August, September, and November [1] - Metering Equipment: 3 batches scheduled for March, June, and October [1] - Digital Projects: 4 batches scheduled for March, June, July, and September [1] - The core business layout for 2026 continues to cover key sectors including transmission and transformation, ultra-high voltage, digitalization, marketing, and power supply, with ultra-high voltage (26 batches) and transmission and transformation (24 batches) being the main categories for centralized procurement [1] Additional Important Content - The bidding schedule for 2026 exhibits a characteristic of "multiple nodes with concentrated releases," with key bidding windows identified in February, March, April, June, September, and November [2]