Development and Reform Commission approved 8 power investment projects

Recently, the National Development and Reform Commission approved eight power investment projects with a total amount of approximately 11.4 billion yuan. Among them, there are six projects involving power transmission and transformation projects: Huainan Kongdian, Puyang Sutun (Fuyang II) two 500 kV power transmission and transformation projects, Tongling Guanshan, Hefei Zhongxing, Xinhui and Huaibei. The four 500 kV substation expansion projects in Caoxi are located in Anhui Province.

Statistics show that since April of this year, the National Development and Reform Commission approved a total of 16 transmission and substation projects. The total amount of dynamic investment announced was 3.362 billion yuan, distributed in Henan, Anhui, Ningxia, Yunnan, Xinjiang, and Jilin. Western provinces.

According to a report in the China Securities Journal, analysts pointed out that with the increase in new rounds of investment, transmission and distribution engineering boom is expected to enter a rapid-rising channel, and related companies will harvest a new batch of orders before the end of the year.

According to industry insiders' analysis, the newly approved power transmission and transformation project is expected to begin construction within three years. The end of this year to the beginning of next year will be the tendering stage for equipment procurement at the beginning of the project. This stage will be mainly conducive to manufacturers of transmission and distribution equipment. Including transmission and transformation towers, power distribution equipment, etc.

Further analysis pointed out that in the case of power transmission and transformation towers, the approval of the construction project of Anhui power transmission and transformation substation may be beneficial to the model shares. The company is located in Hefei, Anhui Province, and mainly produces transmission line tower composite insulation towers. The main products are 500 kV and 750 kV transmission line towers.

As for the supply of other power equipment, companies such as Guodian NARI, Sifang, XJ Electric, Siyuan Electric and Hegao Electric are expected to benefit.