Midday interpretation: the three indexes fluctuated in a narrow range, with the power sector leading the rise

[morning review]

In early trading, the three major indexes collectively closed up, and the Shanghai Composite Index rose 0.13% to 3627.19 points; The Shenzhen Component Index rose 0.24% to 14827.55; The gem index fell 0.00% to 3368.59. On the disk side, the power industry, auto parts, wind power equipment, photovoltaic equipment, non-ferrous metals and other sectors were active, while real estate services, real estate development, energy metals, medical devices, biological products and other sectors led the decline. In terms of concept, radar laser, pumped storage, green power, chicken concept and helium concept are strong, while REITs concept, vocational education, EDR concept, human brain engineering and online tourism are weak. In terms of energy, as of the closing of the afternoon market, the two markets had a total turnover of 658.8 billion yuan.

[afternoon opportunity]

The world’s first 35 kV km superconducting cable demonstration project built by the State Grid Corporation of China in Shanghai was officially put into operation. This is a major core technology breakthrough in the field of China’s new power system construction, marking that China’s superconducting transmission application has entered the world’s leading ranks.

As a leading technology with strategic significance, with the rapid development of urbanization and industrialization, superconducting technology shows a wide application prospect in the fields of urban power grid transformation, maglev transportation, large scientific devices and so on. In particular, high temperature superconducting transmission, known as a revolution in the power industry in this century, will be the most potential power application technology in the 21st century. Due to the small volume of superconducting cable, the workload of excavation and laying is less, and there is no need to build a separate tunnel. At the same time, it can greatly reduce the loss of transmission system in the transmission process, save the overall investment in power grid construction, and help the new power system reduce carbon emissions.

It is suggested to pay attention to the opportunities related to the superconducting transmission industry.

 

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