Electricity Equipment Investment in May: Focus on UHV, Distribution Network
July 24 02:29:51, 2025
In April, several key developments marked China's progress in high-voltage transmission infrastructure. The UHV AC transmission project in Fuzhou, located in northern Zhejiang, officially commenced operations. Meanwhile, the Xiangjiaba UHV DC transmission demonstration project in Shanghai reached full-load operation on both poles, signaling a major milestone in long-distance power transmission. Additionally, the Leshan 1000-kilovolt substation received official approval, further expanding the nation’s ultra-high voltage network.
During the first quarter of the year, China achieved a total of 10.72 billion kWh of electricity transmitted via UHV lines, reflecting a staggering 99.96% year-on-year growth. This accounted for 8.64% of the country’s overall electricity market, underscoring the growing importance of UHV technology in national energy strategy.
These developments highlight the continuous maturation of China’s UHV technology and its rising significance in the energy sector. As more transmission lines come online, equipment manufacturers are expected to see increased demand, offering promising opportunities for the industry.
Turning to nuclear energy, the focus is shifting toward high-performance generating units. In April, Unit 1 of the Ningde Nuclear Power Plant was officially launched into commercial service, while the conventional island of Unit 4 entered the installation phase. According to the schedule, four CPR1000 PWR units will be commissioned between 2013 and 2016. Moreover, the environmental assessment for the CAP1400 demonstration project in Rongcheng, Shandong, has concluded, with Unit 1 set to begin construction in April 2014. Given safety concerns, future nuclear projects are likely to center around advanced third-generation reactor designs.
Looking at performance in 2013, there was a clear divergence among listed companies in the sector. Out of 127 firms, 64 reported year-on-year profit growth in 2012, and 75 saw similar gains in Q1 2013. The industry showed distinct performance differences, largely influenced by slowing investment growth. While revenue and net profits for power equipment declined, the power grid equipment segment performed relatively better. Notably, power distribution and secondary equipment sectors both recorded double-digit growth in income and profitability.
**Investment Recommendation:**
For the next 12 months, the electrical equipment sector is rated as **Neutral**, reflecting a balanced outlook amid ongoing industry dynamics and evolving market conditions.
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