中金：国网一季度电网投资创新高虚拟电厂盈利模式有望改善

智通财经2025-04-15

智通财经APP获悉，中金发布研报称，根据国家能源局，2025年1-2月全国电网工程完成投资436亿元，同比增长33.5%。国家电网一季度电网投资同比增长27.7%，为一季度历史新高。特高压工程建设有序推进、超高压设备招标量延续高增。持续看好新型电力系统加速，国内电网投资景气度向上。标的上，推荐：1)特高压及主网：平高电气(600312.SH)、许继电气(000400.SZ)、国电南瑞(600406...

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href=http://www.zhitongcaijing.com/content/detail/1278853.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，中金发布研报称，根据国家能源局，2025年1-2月全国电网工程完成投资436亿元，同比增长33.5%。国家电网一季度电网投资同比增长27.7%，为一季度历史新高。特高压工程建设有序推进、超高压设备招标量延续高增。持续看好新型电力系统加速，国内电网投资景气度向上。标的上，推荐：1)特高压及主网：平高电气(600312.SH)、许继电气(000400.SZ)、国电南瑞(600406...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1278853.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0572944931.SGD","symbol_name":"Janus Henderson Horizon China Opportunities A2 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中金：国网一季度电网投资创新高 虚拟电厂盈利模式有望改善

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中金：国网一季度电网投资创新高虚拟电厂盈利模式有望改善