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.
The AI wave is driving a boom in consumer electronics, and this subdivision of semiconductors is quietly strengthening.
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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.
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.
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.
Auto parts continue to be popular! Joyson Electronics' Q1 net profit exceeded 300 million and won 29.8 billion new orders | Financial Report Interpretation
① In the first quarter of this year, the boom in the auto parts industry continued unabated; ② the net profit and orders of leading manufacturer Junsheng Electronics both increased; ③ Changes in the global automotive industry faced many potential risks.