On May 14th, Huatai Securities believes that the national unified electricity market is accelerating, and ultra-high voltage and back-to-back projects are key to achieving interconnectivity in the national power grid. It is expected that the pace of promotion will accelerate soon, and 5-6 ultra-high voltage direct current, 3-4 ultra-high voltage alternating current, and 5-6 back-to-back projects are expected to be approved within the year. During the “15th Five Year Plan” period, an average of 6-7 ultra-high voltage projects are expected to be started annually, and core equipment suppliers are expected to continue to welcome a large number of orders. At the same time, with the acceleration of the localization process of core components, the penetration rate of flexible technology is expected to increase.
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