--- title: "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" type: "News" locale: "en" url: "https://longbridge.com/en/news/283283648.md" description: "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" datetime: "2026-04-20T02:24:18.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/283283648.md) - [en](https://longbridge.com/en/news/283283648.md) - [zh-HK](https://longbridge.com/zh-HK/news/283283648.md) --- # 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 On April 20, the concept of grid equipment continued to rise, with **Sun Cable (002300.SZ)** hitting the daily limit. Previously, **YuanCheng Co., Ltd. (002692.SZ)**, **Tongda Co., Ltd. (002560.SZ)**, and **Qifan Cable (605222.SH)** also hit the daily limit, while **Taiyong Changzheng (002927.SZ)**, **Pinggao Electric (600312.SH)**, **Ankao Smart Electric (300617.SZ)**, and **ShunNa Co., Ltd. (000533.SZ)** followed suit. As of April 17, 21 provinces and cities across the country have announced the "14th Five-Year" planning outline. While continuously promoting the expansion of new energy scale, various regions are also strengthening the construction of supporting systems and consumption capacity. Most regions have clearly proposed development goals such as new energy installed capacity and supporting construction of ultra-high voltage power grids, and have detailed key tasks and critical indicators. Guojin Securities stated that 2026, as the starting year of the "14th Five-Year" plan, is expected to see a significant acceleration in the approval pace of ultra-high voltage as the main framework of the new power system. The approval and commencement of inter-provincial and inter-regional transmission channels are expected to receive policy catalysts at the beginning of the year, thereby driving the valuation center of the sector upward. Regarding electric meters, with the new standard electric meter bidding by the State Grid in Q1 2026, the industry is expected to show a "volume and price rise" trend. Based on the order delivery cycle, the performance inflection point of related companies is expected to begin to materialize in Q3 2026. The current sector is at a valuation bottom, making it the best window period for layout ### Related Stocks - [002300.CN](https://longbridge.com/en/quote/002300.CN.md) - [159326.CN](https://longbridge.com/en/quote/159326.CN.md) - [560390.CN](https://longbridge.com/en/quote/560390.CN.md) - [002692.CN](https://longbridge.com/en/quote/002692.CN.md) - [002560.CN](https://longbridge.com/en/quote/002560.CN.md) - [605222.CN](https://longbridge.com/en/quote/605222.CN.md) - [002927.CN](https://longbridge.com/en/quote/002927.CN.md) - [600312.CN](https://longbridge.com/en/quote/600312.CN.md) - [300617.CN](https://longbridge.com/en/quote/300617.CN.md) - [000533.CN](https://longbridge.com/en/quote/000533.CN.md) - [600109.CN](https://longbridge.com/en/quote/600109.CN.md) ## Related News & Research - [09:25 ETWasion Americas and Crytica Security Announce Partnership to Enhance Utility Security at the Grid Edge](https://longbridge.com/en/news/286921729.md) - [US PJM grid can curb data center power usage in emergencies, Department of Energy says](https://longbridge.com/en/news/286949959.md) - [Balkan TSOs face green transition challenge: grids must keep pace with energy shift](https://longbridge.com/en/news/286908192.md) - [Power prices are up 76% on America’s biggest grid, and a watchdog is pointing fingers](https://longbridge.com/en/news/286590257.md) - [07:40 ETChangan Launches Self-Charging HEV Tailored for MEA Market](https://longbridge.com/en/news/287057981.md)