In 2022, the State Grid plans to invest 579.5 billion yuan in the development of power grid, including 501.2 billion yuan in power grid investment, and the annual power grid investment plan exceeds 500 billion yuan for the first time. Data show that the total investment in China's power grid during the 14th Five Year Plan period is close to 3 trillion yuan, higher than the national power grid investment of 2.57 trillion yuan and 2 trillion yuan during the 13th five year plan and the 12th Five Year Plan. With the continuous promotion of carbon peak and carbon neutralization related work, the investment and construction of new power system will accelerate, and the power grid investment will continue to grow rapidly.
Due to the strong random fluctuation of new energy power, it replaces a large number of conventional units, which has an impact on the stability of power grid. With the wide application of interactive energy consumption equipment such as superimposed electric vehicles, distributed energy and energy storage, the power system presents the "double high" characteristics of high proportion of renewable energy and high proportion of power electronic equipment. In addition, the power demand presents the characteristics of "double peaks" in winter and summer. With the improvement of electrification rate, the peak valley difference continues to expand. In order to adapt to the grid connection and consumption of new energy under the situation of "double high" and "double peak", the power system urgently needs transformation and upgrading.
According to the theme database of financial Associated Press, among the relevant listed companies:
Xi'An Peri Power Semiconductor Converting Technology Co.Ltd(300831) the main products are high-power power electronic devices, which are the core converter devices of power generation, transmission and distribution, electric energy conversion, energy storage, energy conservation and environmental protection.
Dalian Insulator Group Co.Ltd(002606) has always been in the vanguard position in the field of suspended porcelain insulators. Therefore, it has obvious competitive advantages in UHV suspended porcelain insulators. In the UHV centralized bidding organized by the State Grid, the amount and quantity of bidding are ahead of other competitors.
