The State Council will implement a new round of rural power grid transformation to benefit the electrical equipment industry

On the 5th, Premier Wen Jiabao of the State Council presided over the executive meeting of the State Council and decided to implement a new round of rural power grid reconstruction and upgrading projects. The meeting proposed: First, in accordance with the new construction standards and requirements of the unreconstructed areas of the rural power grid to carry out an overall transformation; Second, we must carry out transformation but still have problems in the rural power grid, implementation of upgrading; Third, according to local conditions in the main grain-producing areas Irrigation and other power supply facilities will be reconstructed; Fourth, urban and rural areas will use the same price as the same network to achieve the same cost of electricity for urban and rural residents; Fifth, the rural power system reform must be deepened, and the county-level power grid enterprises should be completely eliminated. "The management system"; Sixth, we must increase funding support. Central and western regions of the rural power grid transformation and upgrading project capital is mainly arranged by the central government, continue to implement a policy of 2 cents per kilowatt-hour electricity, specifically for the rural network reconstruction project loans Debt service.

According to industry sources, in 2010, the state arranged about 12 billion yuan of fiscal funds for the transformation of rural power grids. It is expected that the annual investment in rural power grids will not be lower than the previous year in the next three years. In addition, the 2 cents of rural net repayment funds included in the electricity charges are estimated according to the amount of power generation. At present, the scale of the funds should be more than 50 billion yuan each year.

Xu Fanghong, researcher of Huatai Securities, believes that the electrical equipment industry will benefit from a new round of upgrading and upgrading of rural power grids, and the transformer field may focus on TBEA, Confidence Electric, distribution automation, and substation automation. Attention may be given to XJ Electric, Guodian Nanzi, and reactive power compensation. The field can focus on RongXin shares, and the field of smart meters and power consumption information collection systems can focus on Kelu Electronics.