許繼電氣:依靠換流閥資產取益於電力
http://kadhoai.com.cn 2026-04-28 13:02:24 來源:和訊
中央為擴大內需促進經濟增長推出4萬億投資計劃和十項措施,在今年四季度新增的1千億投資中,就有40億yi元yuan將jiang用yong於yu城cheng市shi電dian網wang和he農nong村cun電dian網wang建jian設she。受shou投tou資zi計ji劃hua刺ci激ji,電dian力li設she備bei行xing業ye未wei來lai兩liang年nian的de業ye績ji增zeng長chang基ji本ben沒mei有you懸xuan念nian,與yu其qi他ta受shou益yi投tou資zi拉la動dong概gai念nian的de板ban塊kuai不bu同tong,兩liang大da電dian網wang在zai第di一yi時shi間jian公gong布bu了le投tou資zi額e度du,讓rang電dian力li設she備bei行xing業ye的de利li好hao率lv先xian有you了le保bao證zheng。不bu過guo,由you於yu目mu前qian訂ding單dan剛gang剛gang落luo實shi或huo尚shang未wei落luo實shi,因yin此ci對dui設she備bei商shang今jin年nian的de業ye績ji影ying響xiang有you限xian,但dan將jiang直zhi接jie反fan映ying到dao明ming年nian的de業ye績ji中zhong。可ke以yi說shuo,誰shui抓zhua住zhu了le國guo家jia電dian網wang,誰shui就jiu擁yong有you了le未wei來lai利li潤run增zeng長chang的de保bao證zheng。事shi實shi上shang,國guo家jia電dian網wang此ci次ci投tou資zi規gui劃hua額e度du之zhi大da超chao出chu預yu期qi,不bu少shao設she備bei商shang爭zheng相xiang來lai參can與yu兩liang大da電dian網wang公gong司si的de招zhao投tou標biao,其qi中zhong行xing業ye龍long頭tou中zhong標biao的de可ke能neng性xing更geng大da。11月14日,國家電網公布年內將新增電網投資120億元,而未來兩三年將投資逾萬億用於電網建設。在發布會現場,國家電網即與10家設備廠商簽訂了訂貨合同,其中包括許繼電氣等設備巨頭。投資者可重點關注電力設備龍頭企業:許繼電氣。
許繼電氣控股股東――許繼集團是我國輸變電設備領域龍頭企業,地位相當於中國的ABB、西門子,具有技術和品牌優勢。許繼集團持股30.2%dexujidianqishidianlishebeishangshigongsizhongweiyiyijiahengkuayicishebeiheercishebeidegongsi,zuoweiguojiashupeidianshebeidelongtouqiyezhiyi,bijiangzaiweilaiguojiaduidianwangdedaguimotouzizhongshouyi。
公gong司si最zui大da的de看kan點dian在zai於yu許xu繼ji集ji團tuan的de整zheng體ti上shang市shi,其qi注zhu入ru的de資zi產chan中zhong最zui優you質zhi的de是shi換huan流liu閥fa資zi產chan。目mu前qian國guo內nei能neng夠gou生sheng產chan換huan流liu閥fa的de企qi業ye僅jin有you許xu繼ji集ji團tuan和he西xi整zheng公gong司si。許xu繼ji集ji團tuan引yin進jin了leSIMENS先進的光控晶閘管換流閥技術,通過技術培訓,完全消化吸收了SIMENS換流閥設計,製造和試驗技術,從而具備±500KVzhiliushudianhuanliufasheji,zhizaoheshiyannengli,zhexiejishuzhichiyeweixujijituantigaoshichangjingzhenglizengtianlechouma。muqianxujidianqizuikanhaodeyewushipeiwangchanpinhezhiliushudianxitong。xujidianqizaipeiwangzidonghualingyujianshuhengao,juyeneilongtoudiwei。qichanpinzhuyaoyouxujidianqipeiwangzidonghuagongsitigong,baokuopeiwangzidonghuaxitong,peidianzhongduanshebei,peidianyicishebei。gongsipeiwangchanpindezuidayoushizaiyutigongzhengtaofuwu。jinnianlaipeiwangchanpinzengchangxunsu,08年上半年銷售收入同比增長了56.48%,是所有產品中增長最為迅猛的。