投资要点:1、电网投资规模将继续保持增长。2、光伏行业等待多重利好共振。电力设备行业动态:电网建设将适度超前,在用电量增速放缓的背景下电网投资规模将继续保持高位。8月9日,国家能源局局长刘铁男到国家电网公司调研时表示,要加快中国电力装机及电网建设步伐,要适度超前建设,发改 Investment points: 1, the scale of investment in the power grid will continue to grow. 2, the photovoltaic industry is waiting for multiple positive resonance. Power equipment industry trends: grid construction will be moderate ahead of the slowdown in the growth rate of power consumption in the context of grid investment will continue to remain high. On August 9, Liu Tienan, director of the National Energy Administration, went to the State Grid Corporation of China for investigation. He said that in order to speed up the pace of China’s power generation and power grid construction, we must moderately advance construction and development