At the end of last year, the two major power grid enterprises successively announced the planned investment in power grid during the 14th five year plan, with a total of nearly 3 trillion yuan. With the arrival of 2022, relevant investments will gradually spread out. It is reported that the State Grid Corporation of China has decided to invest 501.2 billion yuan in power grid investment this year. UHV projects, distribution network and further improving the digital level of power grid will become the focus of power grid enterprises and related power equipment enterprises.
In terms of specific projects, the State Grid will promote the approval and commencement of UHV projects such as Wuhan Nanchang, Jinshang Hubei and Sichuan Chongqing interconnection. Promote the construction of Baihetan Zhejiang UHV DC and other key projects with high quality. In addition, the State Grid also plans to complete and put into operation UHV projects such as Baihetan Jiangsu and Jingmen Wuhan within this year. According to statistics, the average investment of DC / AC UHV lines built or under construction in China is 23.4 billion yuan / 12.1 billion yuan respectively, involving many links.
According to the theme database of financial Associated Press, among the relevant listed companies:
Dalian Insulator Group Co.Ltd(002606) in the insulator bidding of Jingmen Wuhan, Nanchang Changsha and other UHV power transmission and transformation projects organized by the State Grid in the first half of 2021, nearly 1.2 million insulators were won, with a winning amount of about 450 million yuan, ranking first among porcelain insulator enterprises.
Jinguan Electric Co.Ltd(688517) has successively participated in 1000kV “Southeast Shanxi Nanyang Jingmen” UHV AC test demonstration project, 1000kV “Yuheng Weifang” high seismic UHV project and other national key projects.
