中银国际：电网升级改造拉动需求产业链有望受益

智通财经2025-05-08

智通财经APP获悉，中银国际发布研报称，随着全球新能源装机比例提升以及算力等新型用电场景的不断涌现，对于电网的扩容升级提出了更高的要求，电力设备有望直接受益。主电网方面，电力跨区域传输以及新能源发电外送需求提升推动特高压建设，柔性直流技术有望提升渗透率；配电网方面，国内配网改造提速，海外纷纷推出电网改造计划，对于变压器的需求提升，产业链有望受益。中银国际主要观点如下：电力系统面临新挑战，电网扩容...

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href=http://www.zhitongcaijing.com/content/detail/1290734.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，中银国际发布研报称，随着全球新能源装机比例提升以及算力等新型用电场景的不断涌现，对于电网的扩容升级提出了更高的要求，电力设备有望直接受益。主电网方面，电力跨区域传输以及新能源发电外送需求提升推动特高压建设，柔性直流技术有望提升渗透率；配电网方面，国内配网改造提速，海外纷纷推出电网改造计划，对于变压器的需求提升，产业链有望受益。中银国际主要观点如下：电力系统面临新挑战，电网扩容...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1290734.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":"IE00BYQNZ168.SGD","symbol_name":"PINEBRIDGE ASIA EX JAPAN SMALL CAP EQUITY \"A5CP\" (SGD) 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中银国际：电网升级改造拉动需求 产业链有望受益

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中银国际：电网升级改造拉动需求产业链有望受益