國家電(dian)網呼(hu)吁再建(jian)一批(pi)特高壓(ya)項(xiang)目，特高壓(ya)概念股(gu)(gu)早盤(pan)普漲。截至目前，榮信(xin)股(gu)(gu)份漲停、許繼電(dian)氣上漲8.64%、特變電(dian)工上漲6.43%、經緯電(dian)材(cai)、長(chang)高集(ji)團(tuan)、保變電(dian)氣等(deng)漲逾(yu)3%，通達股(gu)(gu)份、風范股(gu)(gu)份、思源電(dian)氣等(deng)漲逾(yu)2%。

消息面上，3月(yue)27日，國家(jia)電(dian)網公(gong)司董事長、黨組書(shu)記劉振亞在京宣布，蒙(meng)西-天(tian)津(jin)南1000千(qian)伏特高壓交(jiao)流輸變(bian)電(dian)工程(以下簡稱“蒙(meng)西-天(tian)津(jin)南工程”)正式開工。

業內人士(shi)指出，作為國家大(da)氣污染(ran)防(fang)治(zhi)行(xing)動(dong)(dong)計劃重要輸(shu)電(dian)(dian)(dian)通道之(zhi)一(yi)，蒙(meng)西-天津南工(gong)程將把內蒙(meng)古西部和(he)山(shan)西北(bei)部豐富的煤電(dian)(dian)(dian)和(he)清潔(jie)的風電(dian)(dian)(dian)資源(yuan)輸(shu)送到河(he)北(bei)、北(bei)京(jing)和(he)天津，對于(yu)推(tui)動(dong)(dong)京(jing)津冀地(di)區大(da)氣污染(ran)防(fang)治(zhi)意義(yi)十分(fen)重大(da)。

另(ling)據投(tou)資(zi)估算，建(jian)設(she)(she)蒙西(xi)(xi)-天津南工程，將(jiang)(jiang)增(zeng)加(jia)輸變(bian)電(dian)(dian)(dian)裝(zhuang)備制造業(ye)產值79億(yi)(yi)元，直接帶動(dong)(dong)(dong)電(dian)(dian)(dian)源(yuan)(yuan)投(tou)資(zi)約438億(yi)(yi)元，可增(zeng)加(jia)就業(ye)崗位1.2萬個，每(mei)年拉(la)動(dong)(dong)(dong)GDP增(zeng)長(chang)56億(yi)(yi)元，增(zeng)加(jia)稅收(shou)11億(yi)(yi)元，將(jiang)(jiang)有利于持續拉(la)動(dong)(dong)(dong)經濟增(zeng)長(chang)，將(jiang)(jiang)西(xi)(xi)部(bu)和北(bei)部(bu)資(zi)源(yuan)(yuan)優勢(shi)轉化為經濟優勢(shi)，促(cu)進(jin)區(qu)域(yu)經濟協調發(fa)展。“當前，亟(ji)須進(jin)一(yi)(yi)(yi)步(bu)加(jia)快推進(jin)特(te)高(gao)壓(ya)電(dian)(dian)(dian)網(wang)建(jian)設(she)(she)。”國(guo)(guo)家(jia)電(dian)(dian)(dian)網(wang)公司一(yi)(yi)(yi)位負(fu)責人表示(shi)，2014年5月，包括(kuo)“四交四直”特(te)高(gao)壓(ya)工程在內(nei)的(de)12條重點輸電(dian)(dian)(dian)通道納入(ru)國(guo)(guo)家(jia)大氣污染防治行動(dong)(dong)(dong)計劃(hua)。工程投(tou)運(yun)后，可部(bu)分緩解東(dong)中(zhong)(zhong)(zhong)部(bu)地(di)(di)區(qu)用電(dian)(dian)(dian)緊張狀況。但(dan)是(shi)據研究表明，未來我(wo)國(guo)(guo)電(dian)(dian)(dian)力需(xu)求(qiu)增(zeng)長(chang)空(kong)間仍然較大，迫切(qie)需(xu)要(yao)(yao)再啟(qi)動(dong)(dong)(dong)建(jian)設(she)(she)一(yi)(yi)(yi)批特(te)高(gao)壓(ya)工程，以保障我(wo)國(guo)(guo)能(neng)(neng)源(yuan)(yuan)安全尤其是(shi)保障東(dong)中(zhong)(zhong)(zhong)部(bu)地(di)(di)區(qu)電(dian)(dian)(dian)力供(gong)應(ying)。另(ling)一(yi)(yi)(yi)方面(mian)，從能(neng)(neng)源(yuan)(yuan)輸出地(di)(di)區(qu)來看，國(guo)(guo)家(jia)規劃(hua)建(jian)設(she)(she)的(de)西(xi)(xi)南水(shui)電(dian)(dian)(dian)基(ji)地(di)(di)、9個大型煤(mei)電(dian)(dian)(dian)基(ji)地(di)(di)、9個大型風電(dian)(dian)(dian)基(ji)地(di)(di)與東(dong)中(zhong)(zhong)(zhong)部(bu)負(fu)荷中(zhong)(zhong)(zhong)心距(ju)離一(yi)(yi)(yi)般在800-4000公里，而能(neng)(neng)源(yuan)(yuan)基(ji)地(di)(di)向負(fu)荷中(zhong)(zhong)(zhong)心輸送電(dian)(dian)(dian)力的(de)規模將(jiang)(jiang)越(yue)來越(yue)大，靠技改和擴(kuo)建(jian)500千伏電(dian)(dian)(dian)網(wang)，無(wu)法適應(ying)大規模“西(xi)(xi)電(dian)(dian)(dian)東(dong)送”、“北(bei)電(dian)(dian)(dian)南供(gong)”的(de)要(yao)(yao)求(qiu)，必須加(jia)快發(fa)展特(te)高(gao)壓(ya)電(dian)(dian)(dian)網(wang)。