The main investment lines we recommend:
UHV is one of the main measures to solve the consumption of new energy. Relevant companies are expected to benefit from the performance flexibility brought by the rise of power grid investment in the future. It is recommended that Beijing Sifang Automation Co.Ltd(601126) , Chang Lan Electric Technology Co.Ltd(002879) , Changgao Electric Group Co.Ltd(002452) , Far East Smarter Energy Co.Ltd(600869) ; It is recommended to pay attention to Henan Pinggao Electric Co.Ltd(600312) , China Xd Electric Co.Ltd(601179) , Baoding Tianwei Baobian Electric Co.Ltd(600550) , Tbea Co.Ltd(600089) , etc.
Intellectualization and digitization are the only way for the development of new power system and the key investment link of power grid in the 14th five year plan. The demand for relevant equipment will increase significantly. It is recommended to Nari Technology Co.Ltd(600406) , Xj Electric Co.Ltd(000400) , Sieyuan Electric Co.Ltd(002028) , Shanghai Holystar Information Technology Co.Ltd(688330) , Willfar Information Technology Co.Ltd(688100) , Hangzhou Kelin Electric Co.Ltd(688611) ; It is recommended to pay attention to State Grid Information&Communication Co.Ltd(600131) and so on.
Low voltage electrical appliances are expected to benefit from the incremental demand driven by the new power system. At present, the localization rate of the superposition industry is low, and there is sufficient growth space for high-quality domestic manufacturers. It is recommended to Zhejiang Chint Electrics Co.Ltd(601877) , Shanghai Liangxin Electrical Co.Ltd(002706) ; It is recommended to pay attention to Zhejiang Tengen Electrics Co.Ltd(605066) , Zhongyeda Electric Co.Ltd(002441) , etc.
The demand of the new power system for comprehensive energy services has increased significantly, and the industry is expected to maintain a rapid growth rate. It is recommended to pay attention to China Southern Power Grid Energy Efficiency&Clean Energy Co.Ltd(003035) , Chongqing Fuling Electric Power Industrial Co.Ltd(600452) , Hnac Technology Co.Ltd(300490) , etc.
The prosperity of the industrial control industry is expected to improve, and the domestic substitution process is accelerated. It is recommended to Shenzhen Inovance Technology Co.Ltd(300124) , Shanghai Moons’ Electric Co.Ltd(603728) , China Leadshine Technology Co.Ltd(002979) ; It is recommended to pay attention to Wuxi Xinje Electric Co.Ltd(603416) , Shenzhen Megmeet Electrical Co.Ltd(002851) , Suzhou Veichi Electric Co.Ltd(688698) , Shenzhen Sine Electric Co.Ltd(688395) , etc.
Others: global relay tap Hongfa Technology Co.Ltd(600885) is recommended.
