A new batch of UHV projects will be built in more than 1 billion yuan in the pouring funds of the main funds of more than 1 billion yuan

Reporter Ren Shibi

On August 4, the high -pressure sector performed strongly, rising by 4.21%as a whole, and winning the Shanghai Stock Exchange Index (increased by 0.8%). Among them, 14 concept stocks including Tongguang Cable, Super League Holdings, Dalian Electric Porcelain, Hua Porcelain Co., Ltd., Sichuan Run, and Jiangsu Huachen have a collective daily limit.

At the same time, the main funds of the market poured into the concept of high -pressure concepts for layout. Data of the same flowers show that on August 4, the overall high -voltage sector showed the net inflow of the main funds, a total of 1.012 billion yuan. Among them, the net inflow of the main funds of 23 concept stocks exceeded 10 million yuan. The net inflow of 5 concept stocks such as Huachen, special transformer, Dalian electric porcelain, special information, and Tongguang cables exceeded 100 million yuan.

A new round of high -voltage construction project is coming, and the rise of the sector will form support. Xin Baoan, chairman of the State Grid Corporation and Secretary of the Party Group, stated at the National State Grid Corporation's major project construction promotion meeting held on August 3 that the construction of a new batch of high -voltage projects will be started in the second half of the year, with a total investment of over 150 billion yuan.

In response, Chen Li, chief economist and director of the research institute, who was interviewed by a reporter from the Securities Daily, said, "As the UHV project enters the dense approval period, the industry will usher in a stronger demand cycle, related equipment The performance of the supplier is expected to usher in high growth. It is recommended to focus on head companies with a certain growth in the UHV equipment sector and a better competitive pattern. "

CICC expects that from 2022 to 2023, it is expected to usher in the peak of the second round of UHV project approval.

Data from the Flush Show shows that of the 81 listed companies in the UHV sector, 48 companies have achieved net profit in the first quarter of this year, which has increased year -on -year, accounting for nearly 60 %. Up to now, 32 companies have disclosed the performance forecast of the first half of 2022, and 16 companies have pre -happy performance, accounting for 50 %.

Liu Jixin, assistant to Rongzhi Investment Fund, a subsidiary of Rongzhi Investment Fund, told reporters that optimistic about the accelerated development of the construction of UHV projects: On the one hand, with the gradual recovery of the economy, the demand for electricity consumption will continue to grow. Management will vigorously promote the high -voltage power grid Construction to alleviate the contradiction between power supply and demand; on the other hand, with the strong support of the policy, my country's high -voltage construction may enter a new stage of high -quality development. Essence

In the second half of the year, some institutions have paid attention to the concept of high -voltage concepts. Specifically, there have been 8 UHV -concept stocks in the second half of the year. In the second half of the year, they have been investigated by institutions. During the period of Silicon Treasure Technology, 104 institutions have been investigated. Hengtong Optoelectronics, Jing'ao Technology, Siyuan Electric and other three companies have obtained 10 or more institutions during the period. Report together.

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