据财联社主题库显示，相关上市公司中：① The "Xinjiang Power Transmitted to Chongqing" project, the Hami-Chongqing ±800 kV Ultra High Pressure Direct Current transmission line project, has been fully connected in Chongqing. ② Xiangcai Securities believes that Ultra High Pressure is a key infrastructure for sending large bases of New energy outside, and 2025 marks the end of the "14th Five-Year Plan". To promote the consumption of new energy, the progress of bidding in 2025 is expected to accelerate.
With the last two conductor wires of the traction machine arriving at the R6386 terminal tower, the last conductor deployment for the Hami-Chongqing ±800 kV Ultra High Pressure Direct Current transmission line project (Chongqing section) has been completed, marking the full connection of this project in Chongqing.
Xiangcai Securities believes that Ultra High Pressure is a key infrastructure for sending large bases of New energy outside, and 2025 marks the end of the "14th Five-Year Plan". To promote the consumption of New energy, the progress of bidding in 2025 is expected to accelerate. CITIC SEC points out that the Ultra High Pressure Sector's flexible Direct Current is gradually being deployed, coupled with sufficient reserve projects, which is expected to bring incremental performance contributions to related companies. The bidding for power transmission and transformation continues to show balanced and steady growth, which is expected to lead to a continuous improvement in the industry β. It is recommended to focus on core Industry Chain enterprises that benefit from the volume increase brought by Ultra High Pressure and the technological advancements from flexible Direct Current.
According to data from the financial news agency, among the relevant listed companies:
Wuhan Zhongyuan Huadian Science & Technology is one of the standard setters in the Electrical Utilities system's segmented industry. Currently, 29 Ultra High Pressure lines under construction or in operation, 17 Nuclear Power stations under construction or in operation, and the top 9 hydropower stations, including the Three Gorges Project, all use the company's products.
Xj Electric Co.,ltd. actively participates in the bidding for products such as converters and Direct Current control protection in domestic and international Ultra High Pressure line projects. Previously, the company won the bid for converter-related products in the Ganzhejiang project, amounting to approximately 1.086 billion yuan.
