中信证券研报指出，特高压面向支撑中西部新能源并网的核心诉求，行业需求具备紧迫性和持续性。赛晶科技公告采购协议，再次明确了柔直换流阀的核心设备需求。目前柔直项目储备丰富，结合海风和海外需求，相关设备及零部件环节有望逐步进入业绩兑现期。Saiki Technology (00580) rose more than 10%, as of the time of publication, up 9.89%, reported at 1 Hong Kong dollar, with a turnover of 2.5704 million Hong Kong dollars.
According to the WiseFinance app, Saiki Technology (00580) rose more than 10%, as of the time of publication, up 9.89%, reported at 1 Hong Kong dollar, with a turnover of 2.5704 million Hong Kong dollars.
On the news front, Saiki Technology recently announced that one of its subsidiaries as a supplier has signed six-party agreements with Changzhou Borui Power Automation Equipment Co., Ltd., Nanjing Narui Semiconductor Co., Ltd., XJ Electric Co., Ltd., Xi'an XD Power System Co., Ltd., and Rongxin Huike Electrical Co., Ltd., to purchase power electronic devices with a total value of 624 million yuan, which will be used in the Gansu-Zhejiang ±800 kilovolt ultra-high voltage direct current transmission project.
CITIC Securities research report pointed out that ultra-high voltage meets the core demands of supporting the integration of new energy sources in the central and western regions, and the industry demand is urgent and sustainable. Saiki Technology's procurement agreement further confirms the core equipment demand for flexible and direct current converters. Currently, there is a rich reserve of flexible and direct projects, and with the combination of offshore wind power and overseas demand, the related equipment and components are expected to gradually enter the period of performance realization.
