智通财经APP获悉，中国能源建设(03996)盘中涨超4%，截至发稿，涨3.48%，报1.19港元，成交额1.04亿港元。
消息面上，近日，国家电网表示“十五五”期间公司固定资产投资预计4万亿元，较“十四五”增长40%，同时提升系统调节能力，优化抽蓄站点布局，支持新型储能规模化发展，提高新能源运行支撑和并网消纳水平。国泰海通认为，电力建设龙头受益。中国能建掌握超超临界二次再热发电、百万千瓦大型水电机组、三代四代核电常规岛、高压交直流输电、氢制储运、抽水蓄能、电化学储能、300MW压缩空气储能、重力储能等一系列关键核心成套技术与标准规范，PB0.95倍近10年分位数41%。
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