{"symbol":"SH600312","secucode":"600312.SH","items":[{"title":"5万亿投资叠加“算电协同”机遇，机构：能源电力正从周期品重估为“核心底仓”","summary":"新型电网作为“六张网”中能源与数字经济的共同底座，正为电力板块注入新的发展机遇。近期，国家发改委在新闻发布会上明确，“十五五”时期新型电网拟投资超5万亿元。此外，今年上半年，两大电网固定资产投资已接近4000亿元，其中国家电网超3100亿元，同比增长12.6%；南方电网完成近893亿元，同比增长14.79%。","source":null,"url":"http://finance.eastmoney.com/news/1354,202608073835427663.html","info_code":"NW202608073835427663","show_time_timestamp":1786108061000,"show_time":"2026-08-07 21:07:41","publish_time_timestamp":0,"publish_time":"","update_time_timestamp":0,"update_time":"","raw":{"uniqueUrl":"http://finance.eastmoney.com/a/202608073835427663.html","url":"http://finance.eastmoney.com/news/1354,202608073835427663.html","code":"202608073835427663","infoCode":"NW202608073835427663","recordId":null,"source":null,"title":"5万亿投资叠加“算电协同”机遇，机构：能源电力正从周期品重估为“核心底仓”","updateTime":0,"showDateTime":1786108061000,"publishDate":0,"sRatingName":null,"summary":"新型电网作为“六张网”中能源与数字经济的共同底座，正为电力板块注入新的发展机遇。近期，国家发改委在新闻发布会上明确，“十五五”时期新型电网拟投资超5万亿元。此外，今年上半年，两大电网固定资产投资已接近4000亿元，其中国家电网超3100亿元，同比增长12.6%；南方电网完成近893亿元，同比增长14.79%。"}},{"title":"新型电力系统“十五五”规划落地 电网设备板块迎双重催化","summary":"21世纪经济报道记者费心懿近期，一轮由政策热和招标订单热引发的行情，将电网设备板块重新推到市场面前。7月下旬，国家电网公布2026年第三批特高压及输变电设备招标结果。同期，电网设备板块走强，平高电气获得外资举牌。此外，8月3日，《新型电力系统建设“十五五”规划》（下称《规划》）发布。","source":null,"url":"http://finance.eastmoney.com/news/1354,202608043831219030.html","info_code":"NW202608043831219030","show_time_timestamp":1785831240000,"show_time":"2026-08-04 16:14:00","publish_time_timestamp":0,"publish_time":"","update_time_timestamp":0,"update_time":"","raw":{"uniqueUrl":"http://finance.eastmoney.com/a/202608043831219030.html","url":"http://finance.eastmoney.com/news/1354,202608043831219030.html","code":"202608043831219030","infoCode":"NW202608043831219030","recordId":null,"source":null,"title":"新型电力系统“十五五”规划落地 电网设备板块迎双重催化","updateTime":0,"showDateTime":1785831240000,"publishDate":0,"sRatingName":null,"summary":"21世纪经济报道记者费心懿近期，一轮由政策热和招标订单热引发的行情，将电网设备板块重新推到市场面前。7月下旬，国家电网公布2026年第三批特高压及输变电设备招标结果。同期，电网设备板块走强，平高电气获得外资举牌。此外，8月3日，《新型电力系统建设“十五五”规划》（下称《规划》）发布。"}},{"title":"利用率90%左右 新能源发展重心转向消纳","summary":"近日，国家发展改革委、国家能源局联合印发《新型电力系统建设“十五五”规划》（下称《规划》），提出：到2030年，新型电力系统初步建成，非化石能源发电量占比达到50%；全国新能源利用率保持在90%左右。“《规划》的核心是以新能源消纳为先。","source":null,"url":"http://finance.eastmoney.com/news/1354,202608043830159029.html","info_code":"NW202608043830159029","show_time_timestamp":1785798323000,"show_time":"2026-08-04 07:05:23","publish_time_timestamp":0,"publish_time":"","update_time_timestamp":0,"update_time":"","raw":{"uniqueUrl":"http://finance.eastmoney.com/a/202608043830159029.html","url":"http://finance.eastmoney.com/news/1354,202608043830159029.html","code":"202608043830159029","infoCode":"NW202608043830159029","recordId":null,"source":null,"title":"利用率90%左右 新能源发展重心转向消纳","updateTime":0,"showDateTime":1785798323000,"publishDate":0,"sRatingName":null,"summary":"近日，国家发展改革委、国家能源局联合印发《新型电力系统建设“十五五”规划》（下称《规划》），提出：到2030年，新型电力系统初步建成，非化石能源发电量占比达到50%；全国新能源利用率保持在90%左右。“《规划》的核心是以新能源消纳为先。"}},{"title":"【明日主题前瞻】新型电力系统建设提速，特高压设备行业进入发展黄金期","summary":"【明日主题前瞻】新型电力系统建设提速，特高压设备行业进入发展黄金期","source":null,"url":"http://finance.eastmoney.com/news/1354,202608033830072686.html","info_code":"NW202608033830072686","show_time_timestamp":1785765667000,"show_time":"2026-08-03 22:01:07","publish_time_timestamp":0,"publish_time":"","update_time_timestamp":0,"update_time":"","raw":{"uniqueUrl":"http://finance.eastmoney.com/a/202608033830072686.html","url":"http://finance.eastmoney.com/news/1354,202608033830072686.html","code":"202608033830072686","infoCode":"NW202608033830072686","recordId":null,"source":null,"title":"【明日主题前瞻】新型电力系统建设提速，特高压设备行业进入发展黄金期","updateTime":0,"showDateTime":1785765667000,"publishDate":0,"sRatingName":null,"summary":"【明日主题前瞻】新型电力系统建设提速，特高压设备行业进入发展黄金期"}},{"title":"规模翻倍！国网特高压建设全面提速 多股业绩有望高增长(名单)","summary":"8月3日早盘，三大指数集体低开，盘初特高压概念板块异动拉升，风范股份、汇金通、华菱线缆、长缆科技均直线封板，金利华电、咸亨国际、通光线缆、平高电气、中国西电等多股跟涨。消息面上，国常会部署新型电网建设，叠加国家电网“十五五”时期特高压在建规模将为“十四五”期间的两倍，电网建设进入全面提速新阶段，有机构建议关注超跌后的电网内需板块。","source":null,"url":"http://finance.eastmoney.com/news/11822,202608033829528124.html","info_code":"NW202608033829528124","show_time_timestamp":1785723113000,"show_time":"2026-08-03 10:11:53","publish_time_timestamp":0,"publish_time":"","update_time_timestamp":0,"update_time":"","raw":{"uniqueUrl":"http://finance.eastmoney.com/a/202608033829528124.html","url":"http://finance.eastmoney.com/news/11822,202608033829528124.html","code":"202608033829528124","infoCode":"NW202608033829528124","recordId":null,"source":null,"title":"规模翻倍！国网特高压建设全面提速 多股业绩有望高增长(名单)","updateTime":0,"showDateTime":1785723113000,"publishDate":0,"sRatingName":null,"summary":"8月3日早盘，三大指数集体低开，盘初特高压概念板块异动拉升，风范股份、汇金通、华菱线缆、长缆科技均直线封板，金利华电、咸亨国际、通光线缆、平高电气、中国西电等多股跟涨。消息面上，国常会部署新型电网建设，叠加国家电网“十五五”时期特高压在建规模将为“十四五”期间的两倍，电网建设进入全面提速新阶段，有机构建议关注超跌后的电网内需板块。"}}]}