The approval pace of ultra-high voltage is expected to significantly accelerate, leading to another surge in the limit-up trend for power grid equipment
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On April 20th, the concept of grid equipment continued to rise, with companies like Sun Cable hitting the daily limit. A total of 21 provinces and cities across the country have announced their "14th Five-Year" plans to promote the expansion of new energy and supporting construction. Guojin Securities expects that the approval of ultra-high voltage power grids will accelerate in 2026, driving up sector valuations, and the performance inflection point for related companies may appear in Q3 2026, making it the best time for layout currently
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