Distribution network automation equipment bidding will start

This year, the first bidding for key distribution network automation cities began around April 14th. The bidding products include main stations, terminals, and primary equipment. According to the reporter’s understanding, this tender requires 23 primary stations (about 300 million yuan), 20,000 terminals (about 500 million yuan), intelligent load switches or ring network cabinets and other primary equipment (about 6 billion yuan). Net automation investment scale is about 40 to 5 billion yuan.

The Guangxuan Hang Seng Research Report believes that the major background of the power equipment new energy industry in the 14 years is the transformation of the energy structure and utilization patterns in the economic restructuring. In 14 years, the main investment line for the new energy industry of power equipment is the fine-grained industry and listed companies that are supported by policies, meet the “cleanliness”, “high efficiency” and “intelligent” trends of energy equipment, and have actual growth performance. It is recommended to focus on high-efficiency motors leading Wolong Electric, product + energy service transformation Zhiguang Electric, State Grid's integrated energy-saving leading confidence electrical.

The Changjiang Securities Research Report believes that companies such as XJ Electric and Guodian Nanrui under the State Grid Platform will directly benefit from this round of distribution automation reform. There are also views that Changyuan Group, Jinzhi Technology and other industrial chains are relatively complete, and companies that conduct business around smart grids and smart city main lines will also benefit.

List of smart grid concept stocks: State Power Nanrui, Zhiguang Electric, Great Wall Electric, Jinzhi Technology, Credit Electric, Saiwei Intelligent, Henghua Technology, Pinggao Electric, Siyuan Electric, Dongyuan Electric, Wolong Electric, Senyuan Electric, Changli Park Group, Beijing Career, Zhongneng Electric, TBEA, China Xidian, Xuji Electric, Northeast Electric, Yinhe Investment, Sanye Technology, China United Electric, Traid, and Hao Ningda.