电力设备与新能源：特高压专题：重视2025H2 新一轮订单放量

长江证券2025-06-29

2025H2特高压核准有望提速当前特高压直流项目在建加快投运，待建项目接近核准当前特高压交流项目陆续开工，前期项目正常推进我国十四五特高压存量项目体量依旧较大2025年上半年特高压设备招标偏少，材料招标较多特高压设备招标规模下半年有望快速释放六条跨区背靠背有望进一步增厚换流阀市场体量特高压设备市场格局依旧集中，看好头部企业订单放量风险提示1、特高压相关线路推进速度不及预期。特高压直流因为经过省份较...

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