金吾财讯 | 华泰证券表示，全国电力统一大市场加速推进，特高压与背靠背项目作为全国电网网架实现互联互通的关键，该行预计推进节奏加快在即，年内有望核准5-6条特高压直流、3-4条特高压交流及5-6个背靠背项目，“十五五”期间年均有望开工6-7条特高压，核心设备商有望持续迎来订单大年。同时，柔直技术随着核心部件国产化进程加快，路线渗透率有望提升。本篇报告与市场的不同之处在于详细的梳理了历史所有特高压线路，对于各线路投资额、设备中标金额、各环节价值量、主要设备竞争格局、工程推进节奏等多方面进行了详细丰富的数据分析，结构完整。同时，该行在报告中测算了单条直流/交流特高压项目给核心设备厂商带来的业绩弹性，定量测算充分。
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