Continuous news of ultra high pressure bidding. Institutions say that this investment peak is expected to last for more than 5 years.
Recently, there have been constant news about ultra high voltage tenders. Against the background of the construction of a new power system, the construction of ultra high voltage is expected to continue to advance. Galaxy Securities' research report pointed out that the previous peak investment in ultra high voltage generally lasted for about 2 years, but this round of peak is optimistically estimated to exceed 5 years. It is expected that there will be about 27-32 new direct current transmission channels for external transmission during the "14th Five-Year Plan" and "15th Five-Year Plan" period, with a stock of 4 lines, 5 under construction, and a gap of 18-23 lines.
Exclusive| PingPong responds to the massive fine imposed by the Central Bank: It is aimed at the domestic business of the subsidiary before its acquisition. The original business has now been closed, and all rectifications will be completed by 2022.
① PingPong's exclusive response to the Financial Federation said that the central bank's recent fines were against some irregularities in the domestic payment business carried out by Zhejiang Aerospace Electronics before it was acquired in 2019 and those responsible for operations at the time, and had nothing to do with PingPong's business. ② PingPong began team rectification work after the acquisition was completed in 2021, shut down the original business, and completed all rectification in 2022
The National Energy Administration proposed to enhance the power grid's resource allocation capability. The industry's investment potential may further be released.
The National Energy Administration has issued a notice on ensuring the high-quality development of new energy by improving the capacity of power grid resource allocation. Since the 14th Five-Year Plan, the construction has entered a new energy transition phase. With the increase in the number of intelligent substations at different voltages and their transformation, the huge potential of the smart grid industry will be further unleashed.
Science and Technology Innovation Board Evening News|Mai Lande terminated the acquisition of 55% of Maidou Health's shares, and Era Electric Consortium won the bid for the intercity rail construction project for 20.688 billion yuan
① Hangzhou: The penetration rate of new energy vehicles will reach more than 50% by 2027; ② Lanfan Baisheng completed the A+ round of financing of 100 million yuan.
Major carbon neutrality policy released, the share of recycled metal supply is expected to rise sharply
① The State Council issued the “2024-2025 Energy Conservation and Carbon Reduction Action Plan”. The plan requires optimizing the layout of non-ferrous metal production capacity. By the end of 2025, the share of recycled metal supply will reach more than 24%, and the proportion of direct alloying of aluminum water will increase to more than 90%. ② Domestic waste non-ferrous metal recycling is estimated to be close to 20 million tons by 2027, which can replace more than 1.1 billion tons of non-ferrous metal mineral resources.
Agencies say such companies are natural load aggregators or are fully benefiting from electricity marketization reforms
① The National Development and Reform Commission announced the “Electricity Market Supervision Measures” to increase electricity trading companies, energy storage companies, virtual power plants, and load aggregators. ② CITIC Construction Investment Zhu Yue believes that charging pile operators are natural load aggregators. Load aggregators can integrate user resources, participate in the electricity market, respond to grid needs, and operate traditional businesses such as wholesale and retail of electricity.