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.

cls.cnJun 19 08:02

The AI wave is driving a boom in consumer electronics, and this subdivision of semiconductors is quietly strengthening.

Track the entire lifecycle of the main sector.

cls.cnJun 18 09:18

Shenzhen encourages the opening of V2G at the vehicle end for new energy autos, and charging pile operators are expected to usher in new opportunities.

On the 13th, the Shenzhen Development and Reform Commission released "Several Measures to Support the Acceleration of Development of Virtual Power Plants in Shenzhen", proposing to encourage new energy auto manufacturers to carry out technological innovation and open V2G function on the vehicle side. Charging pile operators can serve as a natural load aggregator by integrating charging users, participating in various forms of electricity market such as demand response and V2G peak-valley arbitrage, and obtaining compensation for economic improvement.

cls.cnJun 14 08:24

The issue of new energy electrical utilities consumption is inevitable, and virtual power plants are expected to open a market worth hundreds of billions.

At the 2024 Shanghai International Carbon Neutrality Expo opened on June 5th, the first residential virtual power plant 2.0 platform in the country was unveiled at the Huangpu District booth. Citic Securities released research reports, expecting the overall capacity of virtual power plants to reach 72.3 billion yuan by 2025, and their market space could reach 196.1 billion yuan by 2030.

cls.cnJun 7 08:07

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.

cls.cnJun 5 08:00

After announcing that the impact would be small, it is now facing a loss of 3.3 billion yuan in revenue! Qingdao Topscomm Communication Inc. has been blacklisted by the State Grid for 2 years.

The final result of the State Grid's fuse-breaker incident involving Qingdao Topscomm Communication Inc. was announced tonight: a two-year ban, and the company is expected to lose about 3.3 billion yuan in revenue in the future. The severe punishment results indicate that the company's judgment on delaying the disclosure of relevant information because it expected the impact of the State Grid fuse-breaker incident on its performance to be insignificant, was incorrect.

cls.cnJun 4 20:10