The comprehensive Department of the National Energy Administration recently issued the key tasks of power security supervision in 2022, proposed to promote the three actions of “vision”, “empowerment” and “strengthening the foundation”, accelerate the construction of network security situational awareness platform, evaluate and select a number of network security sub shooting ranges in the power industry, and organize the supervision and inspection of the security protection of key information infrastructure, Establish a network security level protection system for the power industry.
Guotai Junan Securities Co.Ltd(601211) Securities said that as a key infrastructure, power grid is the top priority of network information security. In the context of carbon neutrality, emerging investors have widely entered the power market, which will increase the total investment in power grid from 2.5 trillion yuan during the 13th five year plan to 5 trillion yuan during the 14th five year plan, and the proportion of distribution network investment will increase significantly. It is expected that the investment in relevant information security will double to tens of billions.
Among related stocks, Northeast Securities Co.Ltd(000686) recommended Nari Technology Co.Ltd(600406) . The company is a leading enterprise in power grid secondary equipment and informatization, with four business segments: power grid automation and industrial control, relay protection and flexible transmission, power automation information communication, power generation and water conservancy and environmental protection. Its business basically covers the whole industrial chain from power generation to power consumption, It will benefit from the explosive growth of investment in the above fields in the construction of new power system during the 14th Five Year Plan period.
Guotai Junan Securities Co.Ltd(601211) recommend Weide information. The company’s products are mainly intelligent security gateway and information security platform. It can provide high-quality products and timely and efficient services to customers in the power industry, and has formed a good reputation in the power field. Products and services have been highly recognized by customers such as State Grid and South grid. As the epidemic situation outside China has been alleviated, the “14th five year plan” of the State Grid and the South Grid has invested or reached the trillion level on the distribution side, the information security and other related businesses on the distribution side have accelerated, and the company’s market share is expected to continue to expand.
