据财联社主题库显示，相关上市公司中：① According to institutional research reports, the performance of power grid companies in the first half of 2024 generally showed a steady growth trend, and performance flexibility is expected to further improve in the second half of the year as deliveries enter the peak season. ② According to data from the National Energy Administration, in January-July, the country's major power generation companies completed investment of 415.8 billion yuan in power projects, an increase of 2.6% over the previous year; power grid projects completed investment of 294.7 billion yuan, an increase of 19.2% over the previous year.
According to institutional research reports, the performance of power grid companies in the first half of 2024 generally showed a steady growth trend, and performance flexibility is expected to further improve in the second half of the year as deliveries enter the peak season. In the context of the development of new domestic power systems, the urgency of upgrading distribution networks and agricultural grids is increasing. On the overseas side, along with multiple demands such as the development of new energy sources, the increase in electricity consumption, and the renovation of old power grids, the power grid investment boom cycle is long, and there is huge room for Chinese enterprises to increase their overseas penetration rate.
According to data from the National Energy Administration, in January-July, the country's major power generation companies completed investment of 415.8 billion yuan in power projects, an increase of 2.6% over the previous year; power grid projects completed investment of 294.7 billion yuan, an increase of 19.2% over the previous year. Xu Guangfu of Shengang Securities believes that in the context of constructing a “new power system” and a “dual carbon target,” non-fossil energy power generation will gradually become the main installed engine and the main power source, and the instability, randomness, and volatility of wind power and photovoltaic power generation will inevitably require coordinated operation of energy storage systems to ensure the safe and stable operation of the power system. The construction of energy storage systems and the transformation and upgrading of power grid systems are expected to remain booming.
According to the Finance Federation's theme library, among the relevant listed companies:
Igor's main products currently include photovoltaic step-up transformers, high-frequency inductors, industrial control transformers, distribution transformers, lighting drive power supplies, etc.
Yangdian Technology's main products are energy-saving transformers at the distribution end of the power grid and new energy substation transformers. Up to now, in the State Grid tender in the first half of 2024, the company won the bid amount of more than 96 million yuan. Currently, the company's current orders are saturated.
