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新一轮特高压项目启动 平高、许继等主设备龙头企业率先受益

来源:      2018/11/1 10:56:59      点击:

新一轮特高压项目启动 平高、许继等主设备龙头企业率先受益

  来源:    2018/11/1 8:33:40    
  关键词:  

天盈彩票代理 :2018NIAN9YUE7RI,GUOJIANENGYUANJUFABULE《GUANYUJIAKUAITUIJINYIPISHUBIANDIANZHONGDIANGONGCHENGGUIHUAJIANSHEGONGZUODETONGZHI》,QIZHONGBAOKUOYOUCICIHEZHUNXIANGMUZAINEIDE9GESHUBIANDIANZHONGDAGONGCHENG,GONGBAOKUOYOUJIAOZHILIUXIANGMU、ZIXIANGMUGE7GE,GONG14GE。10YUE25RI,QINGHAI-HENAN±800kVTEGAOYAZHILIUYIZHENGSHIHUODEGUOJIAFAGAIWEIHEZHUN,GONGCHENGJINGTAITOUZI225.59YIYUAN。CICIQINGHAI-HENANTEGAOYAXIANLULVXIANHEZHUN,ZAICITIXIANLEGUOJIATUIJINBENLUNTEGAOYAXIANLUGONGCHENGDELIDUHEJUEXIN,YOUZHUYUDAXIAOXINGYEDUIYUTEGAOYASHIJILUODIJINDUDEGULV。

天盈彩票代理 YENEIRENSHIBIAOSHI,GENJUGUIHUA,YUJISHANBEI-HUBEITEGAOYAZHILIU、ZHANGBEI-XIONGANTEGAOYAJIAOLIU、YAZHONG-JIANGXITEGAOYAZHILIUDENGXIANGMUYIYOUWANGZAIJINNIANSIJIDUHEZHUNKAIGONG。CONGGUOWANGDIANWANGJIJIANDUITEGAOYAXIANGGUANGONGSIDEYINGXIANGLAIKAN,MEIYIBOTEGAOYAJIANSHEGAOFENGDOUBANSUIZHEXIANGGUANGONGSIJINGYINGYEJIDEDAFUTISHENGHEGUJIADEKUAISUSHANGZHANG。

事件驱动 青海-河南获核准

JINRI,QINGHAI-HENAN±800kVTEGAOYAZHILIUSHUDIANGONGCHENGYIZHENGSHIHUODEGUOJIAFAGAIWEIHEZHUN,GONGCHENGJINGTAITOUZI225.59YIYUAN。

ZAIGUOJIANENGYUANJU9YUE7RIYINFADE 《GUANYUJIAKUAITUIJINYIPISHUBIANDIANZHONGDIANGONGCHENGGUIHUAJIANSHEGONGZUODETONGZHI》ZHONG,BENLUNZHONGQITEGAOYABAOHAN“QIJIAOWUZHI”12TIAOXIANLU,ANZHAOJIHUA,QIZHONGQINGHAI-HENAN、SHANBEI-HUBEI、ZHANGBEI-XIONGAN、YAZHONG-JIANGXIGONG“LIUJIAOSANZHI”(HANPEITAOXIANGMU)YOUWANGYU2018NIANSIJIDUWANCHENGHEZHUN。CICIQINGHAI-HENANTEGAOYAXIANLULVXIANHEZHUN,ZAICITIXIANLEGUOJIATUIJINBENLUNTEGAOYAXIANLUGONGCHENGDELIDUHEJUEXIN,YOUZHUYUDAXIAOXINGYEDUIYUTEGAOYASHIJILUODIJINDUDEGULV。

GENJUCHANYEDIAOYAN,MUQIANQINGHAI-HENAN、SHANBEI-HUBEI、YAZHONG-JIANGXISANTIAOXIANLUGONGCHENGYIJIBENWANCHENGXIANLUSHEJIHUOYITUJIANKAIGONG,YUJINIANNEIGONGCHENGHEZHUN“BAOERZHENGSANWANGSI”QUEDINGXINGGAO。

BENCIQINGHAI-HENAN±800kVTEGAOYAZHILIUSHUDIANGONGCHENGJINGTAITOUZIEWEI225.59YIYUAN,JIAOQIANQIYIJIANJITOUYUNDETONGDENGGUIMOTEGAOYAZHILIUXIANGMUTOUZIEYOU5%-10%DEJIANGFU,YUJIZHUYAOSHIYOUYUJINNIANLAIHUANLIUFA、GIS、BIANYAQIDENGHEXINSHEBEIJIANGJIAMINGXIAN,XIANGGUANCHANPINMAOLIKONGJIANZAIYIDINGCHENGDUSHANGSHOUDAOYASUO。

GENJUZHONGXINZHENGQUANCESUAN,BENLUN12TIAOTEGAOYAXIANLUTOUZIGUIMOYOUWANGDA1800-2000YIYUAN,TOUZIEYUCIQIANYILUNDAQIWURANFANGZHIXIANLUXIANGMUGUIMOXIANGDANG,DANZAIXIANGGUANQIYELIRUNFANYINGSHANGHUOXIANGDUIYOUSUOHUILUO。

HUACHUANGZHENGQUANBIAOSHI,CICIQINGHAI-HENANXIANGMUDELUODI,YEXIANSHICHUZHENGCECENGDUICICIXIANGMUDEZHONGSHICHENGDU。TONGSHI,NENGYUANJUYEYAOQIUGEDIFANGBUMENJIJITUIJINXIANGGUANXIANGMUJIANSHE,BAOZHENGGONGCHENGSHUNLISHISHI。CILUNTEGAOYAGONGCHENGJIANSHE,ZHUYAOYOUJIFANGMIANYUANYIN:DIYI,HUADONGDIANWANGJINNIANYILAIYONGDIANLIANG、FUHEZENGSUYUANCHAOYUQI,DIANLIGONGJIYALICHIXUTISHENG,DIANWANGPINGHENGSHOUDAOTIAOZHAN;DIER,XIBEIDIANWANG、HUAZHONGDIANWANGKEZAISHENGNENGYUANJIXUWAISONGTONGDAOTONGBUKUORONG,HUANJIESHUSONGNENGLIBUZUYALI;DISAN,GUONEIJINGJIWENZENGZHANGXUQIUYINGXIANG,LADONGJIJIANXUQIU。

天盈彩票代理 MUQIAN,WOGUOTONGGUOTEGAOYAJIAOZHILIUXIANGMUYIJINGXINGCHENGLEJIAOWEICHENGTIXIDEDIANWANGHULIANJIEGOU。TONGGUOTEGAOYAZHILIUGONGCHENG,YIXINGCHENGXIBEI-HUABEI14GW、DONGBEI-HUABEI13GW、XIBEI-HUADONG20GW、XIBEI-HUAZHONG20.11GW、HUAZHONG-HUADONG33.4GWDEZHILIUSHUDIANNENGLI。HUABEI-HUAZHONGDIANWANGTONGGUO“JINDONGNAN-NANYANG-JINGMEN”TEGAOYAJIAOLIUXIANGMUXINGCHENGTONGBUDIANWANG。DANSHI,XIBEIDIQUXINNENGYUAN、HUAZHONGDIQUSHUIDIANZIYUANRENGRANJUYOUJIAODAKAIFAQIANLI,BINGQIEDIANWANGJIANHUJINENGLIRENGYOUDAIKAIFA。GUONEITEGAOYAJIAOZHILIUXIANGMU,RENGRANJUYOUJIAODAKAIFAQIANLI。

行业分析 特高压已成电力领域“超级快递”

天盈彩票代理 TEGAOYAXIANGMUZAIDIANLIZIYUANDIAOPEIFANGMIANXIAOGUOXIANZHU。YIWOGUODIYITIAOTEGAOYASHIFANSHIYANXIANGMUGONGCHENG“JINDONGNAN—NANYANG—JINGMEN”WEILI,GAIGONGCHENGZI2009NIANTOUYUNYILAI,NANBEIHUJI,SHUIHUOJIAORONG,ZUIDAXIANDUFAHUILEDIANLIZIYUANDIAOPEIDEZUOYONG。

HUBEISHENGSHUIDIANZIYUANJIBENKAIFAWANBIQIEDALIANGWAISONG,QUANSHENGYONGDIANLIANGDE60%YIKAOHUODIAN,RANERHUBEISHENGNEIHUASHINENGYUANKUIFA,98%DEFADIANYONGMEIXUYAOCONGWAISHENGGOURU。MEIDAODONGJIKUSHUIJIJIE,HUBEIDIANWANGTONGGUOTEGAOYAJIESHOUSHANXIDENGDIDEMEIDIANSHURU;DAOLEXIAJIFENGSHUIJIJIE,YOUTONGGUOTEGAOYAJIANGXINANSICHUANFUYUSHUIDIANSONGDAOHUABEIDIANWANG,HUANJIESHANDONGDENGDIDEQUEDIANZHUANGKUANG。TEGAOYAWEIHUBEIDIANWANGXINZENGBEIFANGHUODIAN500WANQIANWA,JIANSHAODIANMEIYUNSHU700YUWANDUN/NIAN,LEIJISHUSONGDIANLIANG556YIQIANWASHI,YOUXIAOHUANJIELEHUBEIDIANWANGQUEDIANJUMIAN。

CIWAI,TEGAOYAGONGCHENGTISHENGLEKUAQUSHUDIANNENGLI,YICHENGWEIWOGUODIANLILINGYUDE“CHAOJIKUAIDI”。GUOJIADIANWANGGONGSIXIAQUNEIKUAQUSHUSONGDIANLIANGCONG2010NIANDE269YIkWhKUAISUZENGJIADAO2017NIANDUDE2326YIkWh,2010-2017NIANJIANFUHEZENGZHANGDADAO36%,YOUQISHICONG2014NIANDAGUIMOPIFUDAQIWURANZHILITEGAOYATONGDAOHOUKUAQUSHUDIANLIANGGENGSHIDAFUZENGZHANG。

CONGZHANBISHANGLAIKAN,KUAQUSHUDIANLIANGZHANXIAQUFADIANLIANGDEBIZHONGYIDADAO4.3%,JIAO2010NIANTISHENG3.5Pcts。NANFANGDIANWANGGONGSISUOXIADEYUNNANDIQUSHUIDIANZIYUANFENGFU,YIZHIDOUSHIXIDIANDONGSONGDEZHULI。2011NIANDAO2017NIANJIANNANFANGDIANWANGGONGSIXIDIANDONGSONGSHUDIANLIANGCONG969YIkWhSHANGSHENGDAO2028YIkWh,FUHEZENGZHANGDA11.1%;XIDIANDONGSONGSHUDIANLIANGZHANXIAQUFADIANLIANGDEBIZHONGYESHANGSHENGDAO18%-19%。

ZHIDEYITIDESHI,TEGAOYAYICHENGWEIWOGUONENGYUANANQUANDEZHONGYAOBAOZHANG。QUYUSHUDIANGONGCHENGDETOUYUN,XIDIANDONGSONGBEIDIANNANSHU,ZAIQUEBAOZIYUANCHONGFENDIAOPEIDEJICHUSHANG,YECHENGWEIWOGUODENENGYUANANQUANDEZHONGYAOYIHUAN。YI2009NIANKAIJIAN2012NIANTOUYUNDEJINPING-SUNAN±800kVTEGAOYAZHILIUSHUDIANGONGCHENGWEILI,GAIGONGCHENGEDINGSHUDIANRONGLIANGDADAO720WANQIANWA,YUEZHANSUZHOUDIANWANGYONGDIANFUHEDE1/3。ERZAIJIANDESUTONGTEGAOYAGILZONGHEGUANLANGGONGCHENG,JIANGDAFUTIGAOHUADONGDIQUDESHOUDIANNENGLIHEDIANWANGANQUANYUNXINGNENGLI。YUJI2019NIANTOUYUNHOU,YISUZHOUDIANWANGWEIJIERUDIANDEHUADONGDIANWANGJIANGXINZENGTEGAOYASHOUDIANNENGLI3500WANQIANWA,XIANGDANGYUJIERU1.5ZUOSANXIASHUIDIANZHAN,BINGJIHUADONGDIQUDAILAIXIANZHUDEJINGJIXIAOYIHESHEHUIXIAOYI。

MUQIANWOGUOFENGDIAN、GUANGFUFADIANCHENGBENFENBIEWEI0.4YUAN/QIANWASHI、0.5YUAN/QIANWASHIZUOYOU,YUJIDAO2020NIANJIANGZHUBUDADAOFADIANCEPINGJIA,DAO2025NIANFADIANCHENGBENJUNKEJIANGZHI0.3YUAN/QIANWASHIYIXIA。GUOJIADIANWANGGONGSIYIJINGTIQIANWEIKEZAISHENGNENGYUANDAGUIMOJIERUDIAODUZUOHAOSHUSONGTONGDAOZHUNBEI,YUJIDAO2020NIAN、2025NIANHE2035NIAN,GUOJIADIANWANGKUAQUKUASHENGSHUDIANNENGLIJIANGFENBIEDADAO2.5YI、3.6YIHE6YIQIANWA,KEMANZUKEZAISHENGNENGYUANZHUANGJI6.5YI、9YIHE15YIQIANWADEFAZHANXUYAO。

DAO2017NIANDI,GUOJIADIANWANGGONGSIYITOUYUN“8JIAO10ZHI”GONG18TIAOTEGAOYAGONGCHENG,LEIJIKUAQUKUASHENGSHUSONGDIANLI9307YIQIANWASHI。2017NIANDU,GUOWANGSHIXIANKUAQUKUASHENGSHUSONGDIANNENG2326YIQIANWASHI,XIANGDANGYUJIANSHAODONGZHONGBUDIQUMEITANXIAOHAOLIANG4YIDUN,WEIGUOWANGXIAQUSHENGSHIJIANPAIERYANGHUALIU140WANDUN,JIANPAIDANYANGHUAWU141WANDUN,FENBIEJIANPAIYANCHENHEERYANGHUATAN22WANDUNHE8WANDUN。

投资机会 主设备龙头企业率先受益

ZAITEGAOYAJIAOLIUXIANLUZHONG,ZHUYAODEDIANQISHEBEIBAOKUOBIANYAQI、BINGLIANDIANKANGQI、KAIGUAN、CHUANLIANBUCHANGZHUANGZHI、HUGANQI、DIANRONGQI、BILEIQI、JUEYUANZI、TAOGUAN、DAODIXIAN、JINJUHEGANTADENG。ZAITEGAOYAJIAOLIUZHONG,GUANJIANDESHEBEIZHUYAOWEIBIANYAQI/DIANKANGQIHEQITIJUEYUANJINSHUFENGBIKAIGUANDIANQI(GIS)。CANKAO2016NIANZHAOBIAODEXIMENG-SHENGLI1000kVTEGAOYAJIAOLIUGONGCHENGLAIKAN,ZHUSHEBEIZHANXIANLUZONGTOUZIEDEBIZHONGWEI26%,QIZHONGFENBIEWEIBIANYAQI、DIANKANGQIHEGISDETOUZIZHANBIFENBIEWEI4.2%、3.2%HE18.5%。

ZHONGXINZHENGQUANYUJI,BENCIHEZHUNDEQINGHAI-HENANXIANLUHOUXUJIANGZAI3GEYUENEIQIDONGZHAOBIAO,QIHOU8-12GEYUEWANCHENGSHEBEIJIAOFUYANSHOU。ANZHAOGUOWANGTEGAOYAXIANGMUYIBAN“3-3-3-1”DEFUKUANJIEZOU(JIQIANDINGHETONGFUKUAN30%,JIAOHUOFUKUAN30%,YANSHOUFUKUAN30%,ZHIBAOLIU10%),YUJIBENTIAOXIANLUZAI2019NIANDIZHI2020NIANCHUSHEBEIGONGYINGSHANGJIANGQUERENDABUFENHUIKUAN。JIYUWEILAITEGAOYAHEZHUNZHAOBIAOWENBUTUIJINDEYUQI,ZHONGXINZHENGQUANRENWEIWEILAI2-3NIANXIANGGUANTEGAOYASHEBEIQIYEYEJIJIANGYINGLAIMINGXIANTIZHEN,KAIQIXINGYEJINGQIHUISHENGZHOUQI。

天盈彩票代理 TONGGUOCESUANHEXINSHEBEIQIYEWEILAI2-3NIANSHOURUJIAO2017NIANSHOURUDEZENGZHANGDANXING,QIZHONGPINGGAODIANQI、XUJIDIANQI、ZHONGGUOXIDIANYOUYUTEGAOYASHEBEIYEWUGUIMOZHANBIHESHICHANGFENEJIAOGAO,YUJIWEILAIXIANGGUANYEWUSHOURUYOUWANGDAFUTISHENG,GUODIANNANRUIYUTEBIANDIANGONGYOUYUZISHENYEWUTILIANGJIAODA,SUIYOUMINGXIANSHOUYI,DANSHOURULADONGDANXINGXIANGDUIJIAOXIAO。

GENJUNENGYUANJUGUIHUA,QINGHAI-HENAN、SHANBEI-HUBEI、YAZHONG-JIANGXI3TIAO±800KVTEGAOYAZHILIUSHUDIANGONGCHENGJIQILUODIPEITAODE5TIAO1000KVTEGAOYAJIAOLIUGONGCHENGJIANGZAI2018NIANSIJIDUYOUGUOJIAFAGAIWEIHEZHUNHOUKAIGONGJIANSHE,TONGSHIZHANGBEI-XIONGAN1000KVTEGAOYAGONGCHENGYEJIANGZAINIANNEIHEZHUN。QIYU4ZHI1JIAOJIANGZAI2019NIANNEIHEZHUNKAIGONG。

CONGHEZHUNDEJIEZOULAIKAN,2018NIANZHI2019NIANJIANGSHIHEZHUNDANIAN。2018NIAN3YUEHE5YUE,FAGAIWEIXIANHOUHEZHUNLEMENGXI-JINZHONG1000TEGAOYAJIAOLIUSHUDIANGONGCHENGHE±800KUNLIULONGTEGAOYAZHILIUSHUDIANGONGCHENG,JIASHANGNIANNEIYUQIJIJIANGHEZHUNKAIGONGDE3JIAO6ZHI,2018NIANHEZHUNKAIGONGDETEGAOYAXIANGMUJIANGDADAO11TIAO,CHUANGLINIANTEGAOYAXIANLUSHENPITIAOSHUZHIZUI。

GENJUGUOWANGXIANGMUDEQINGKUANGLAIKAN,TONGCHANGZAIGUOJIAFAGAIWEIHEZHUNHOUXIANGMUHENKUAIJIUJIANGJINRUKAIGONGHEZHAOBIAOJIEDUAN。ERSHEBEICHANGSHANGYEHUIGENJUXIANGMULUODIFANGANTIQIANBEIHUO,YIBANZAIXIANGMUKAIGONG3-6GEYUEJIJINRUCHANPINJIAOFUJIEDUAN,YUGUXIANGMUJIANGZAI2019NIANZHI2020NIANJINRUJIAOFUGAOFENGQI。

天盈彩票代理 ANXINZHENGQUANBIAOSHI,CONGDINGDANGUIMOCESUANJIGEJIADESHIZHANLVLAIKAN,XIANLUJIANGJIZHEIXIEQIYEDAILAI10%YISHANGDEYINGSHOUDANXING。KAOLVDAOTEGAOYASHEBEIMAOLILVJINGLILVSHUIPINGJUNYUANGAOYUGAOYAHEZHONGDIYADIANQISHEBEI,YUJIDAILAIDELIRUNDANXINGHUIGENGGAO。JIYUGUOWANGDIANWANGJIJIANDUITEGAOYAXIANGGUANGONGSIDEYINGXIANGLAIKAN,MEIYIBOTEGAOYAJIANSHEGAOFENGDOUBANSUIZHEXIANGGUANGONGSIJINGYINGYEJIDEDAFUTISHENGHEGUJIADEKUAISUSHANGZHANG。.


天盈彩票代理 YUANBIAOTI:XINYILUNTEGAOYAXIANGMUQIDONG

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