The special high voltage stocks leading which

1,Pinggao Electric (600312): the construction of Qinghai - Henan extra-high voltage national key projects held a marching ceremony, bearing the epidemic prevention period to support the mission of the construction of national key projects, loaded with extra-high voltage switchgear fleet headed to Hainan Province, Qinghai Province, the equipment will be used for the world's first all-clean energy extra-high voltage transmission line - "Qinghai - Henan ± 800kV extra-high voltage DC transmission project" 2,China Western Electric (601179): management improvement continues, extra-high voltage advantage is significant; the implementation of the stock dragon. The equipment will be used in the world's first all-clean energy ultra-high voltage transmission line - "Qinghai - Henan ± 800kV ultra-high voltage direct current transmission project" 2, China Xidian (601179): management improvement continues, the advantages of ultra-high voltage is significant; the implementation of technological reform projects to strengthen the advantages of ultra-high voltage. Power capacitors, transformers (CVT, CT, PT), insulators (power station porcelain products, composite material insulator products), bushings, zinc oxide lightning arrester, and related electrical systems and comprehensive solution services. 3, Baochang Electric (600550): At present, according to China's transformer enterprises can be divided into four camps: ABB, AREVA, Siemens, Toshiba and other major multinational groups with technical and management advantages to form the first camp, occupying 20% -30% of the market share; Baochang, TBEA, West change and other large domestic enterprises through the upgrading of the technical level of the product and the level of the market share, occupying 30% -40%, forming the second camp. Market share, forming the second camp. 4, TBEA (600089): transformer leading standard, UHV restart to bring stable order security. The company is the leading standard in the UHV industry, stable market share. At present, the Energy Bureau issued a document to accelerate the construction of UHV, will be approved in 4Q2018~2019 to start construction of five cross five straight, 2019 is expected to usher in the approval of the start of the peak season, is expected to bring more than 200 billion yuan of incremental investment. The company as a transformer stable market leader, will benefit from the restart of the UHV, the next three years corresponding to the income to provide stable performance guarantee 5,XuJi Electric (000400): focusing on the UHV, smart grid, new energy, electric vehicle charging and switching, rail transportation and industrial intelligent five core business, integrated energy services, intelligent manufacturing, intelligent operation and inspection, advanced energy storage, special special industry all-electricity. The company's products are mainly divided into intelligent power transformers and distributors. The company's products are mainly divided into six categories: intelligent substation and distribution system, DC transmission system, intelligent medium-voltage power supply and use equipment, smart meter, electric vehicle intelligent charging and switching system, EMS processing services, etc., which are widely used in all aspects of the power system. 6,Huijintong (603577): the main source of Huijintong's performance is the company's transmission line tower, and its profit comes from the production and marketing of transmission line tower and the control of costs and other management costs. 2019 first half, affected by the acceleration of the construction of the extra-high voltage, the State Grid bidding volume increased significantly, the company won the breakthrough in the amount of bids, and the company's market share was further increased. At the same time, the product sales price has been improved, the company's average unit price of the national grid project bidding slightly increased by 5.64% compared to the annual bidding unit price in 2018. 7,Siyuan Electric (002028): the company's switch, inductor, reactor and other business has been a domestic leader, the future direction of focus may be transformers, power automation software. At the same time, as the company's products are richer, coupled with the layout and accumulation in overseas, the company's overseas EPC has begun to see results. 8, Fengfan shares (601700): plowing tower industry for nearly three decades, is one of the few domestic enterprises that can produce the highest voltage level 1000 kV transmission line tower, in the ultra-high-voltage and ultra-high-voltage transmission line tower is in an industry-leading position. 9, Electricity Academy of Sciences (300215): mainly engaged in power generation equipment, power transmission and transformation equipment, electromechanical equipment, high-voltage electrical appliances, high-voltage switchgear, low-voltage electrical appliances, low-voltage switchgear, machine tool electrical appliances, solar photovoltaic, wind power equipment, and other areas of testing services. 10, Confidence Electric (600517): the company mainly serves the two power grid companies, local power grid enterprises, and some industry customers, the business covers electrical and new material equipment, power operation and maintenance business, low carbon energy saving and engineering services related to research and development, production, sales and technical services. In the future, the company will actively participate in the construction of the State Grid ubiquitous power Internet of Things. On the evening of February 6, the confidence in the electric announcement that the company recently received the official approval of the Securities and Futures Commission. The approval shows that the SEC approved the shareholders' qualification of the confidence electric holding more than 5% of the equity of Yingda Securities Limited Liability Company (hereinafter referred to as Yingda Securities), and has no objection to the confidence electric legally transferring the equity of Yingda Securities of 2,610,132,080.24 yuan (accounting for 96.6% of the total amount of capital contribution). 11, gold cup electrician (002533): gold cup electrician based on the development of wire and cable industry, external increase market development efforts, internal continuous implementation of cost improvement, to achieve both production and sales, the main business of wire and cable plate net profit over the same period last year increased by 25.43%. 07-28 From the computer web version Please select Report