Weekly report of power equipment industry: equipment bidding for Qinghai - Henan, Shaanxi - Wuhan UHV projects
Recently, the e-commerce platform of the State Grid Corporation of China released the first equipment bidding and procurement announcement of the Qinghai – Henan and Shaanxi – Wuhan ± 800kV UHV DC transmission project of the State Grid Corporation of China, involving converter transformer, converter valve, condenser, secondary equipment of condenser, reactor, DC control and protection system, AC circuit breaker, disconnector and grounding switch, combined electrical appliance, AC transformer, capacitor, resistor Transformer, lightning arrester, converter station materials and other materials. We believe that with the gradual progress of the construction of relevant UHV lines, the demand for relevant power equipment will be effectively driven. We recommend that investors pay attention to the relevant excellent targets in the UHV field and recommend Pinggao Electric (600312), Xuji Electric (000400) and Guodian Nanrui (600406). In addition, with the promotion of infrastructure construction, the downstream prosperity of the industrial control industry is expected to rebound. Investors are advised to pay attention to Huichuan Technology (300124) and Meggitt (002851). Offshore wind power is expected to enter a period of rapid development. It is recommended to pay attention to Goldwind Technology (002202) and Dongfang Cable (603606) to maintain the industry's "optimistic" rating.