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国联证券:新能源配套电网建设提速 行业景气度延续

Guolian securities: New energy supporting grid construction speeds up and industry prosperity continues.

Breakings ·  Jun 5 20:06
Guolian Securities released a research report stating that on ****, the National Energy Administration issued a notice on doing a good job of new energy consumption and ensuring high-quality development of new energy. The notice focuses on the issue of new energy consumption, clarifies that the utilization rate of new energy should not be lower than 90% in principle, and puts forward key measures to accelerate the early stage, approval, and construction of the power grid, improve the accuracy of new energy power prediction and active support capabilities. Key recommendations include China XD Electric (601179.SH), Henan Pinggao Electric (600312.SH), and XJ Electric Co., Ltd. (000400.SZ) which benefit from the acceleration of main grid construction, as well as Nari Technology (600406.SH), a leading secondary equipment beneficiary of intelligent distribution network.

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