泛在电力物联网掘金 资本市场强势“狙击”

时间：2019-03-14  浏览次数：次

      3yue8ri，guojiadianwangzuzhizhaokaifanzaidianliwulianwangjianshegongzuobushudianshidianhuahuiyi，jiakuaituijin“sanxingliangwang、 shijieyiliu”zhanlveluodishishi。zheiyizhanlvezai2019nianguojiadianwang“lianghui”baogaozhongqueli，guojiadianwangneibuxingrongzheishiyige“tuotaihuangu、yuhuozhongshengdeguocheng”，yu“dayunwuyizhi”dengxinxijishu、zhinengjishufuwushangeryanyunhanzhejudajuejinjihui。

      zaitouziyuqizhiyinxia，fanzaidianliwulianwanggainianzaizibenshichangbeifangda，3yue11rifanzaidianliwulianwangzhishu（8841191）dengluagu，3.11-12riyuzhixiangguandezhinengdianwang、tegaoya、nengyuanhulianwanggongsilingzhangdapan，zibenshichanggengleyiweishebeigongsizuochugaoguzhipingji。duiduoshuchuantongdianlishebeigongsieryan，dianwangzhuanxingdailaidecaifuxiaoyingkeyichixuduonian。buguo，3yue13rirepengdedianliwulianwangbankuaichuxianfenhua。

电网转型新赛道

      fanzaidianliwulianwang，shizhiweiraodianlixitonggehuanjie（fadian、dianwang、yonghu、shebei、zhengfudeng），chongfenyingyongyidonghulian、rengongzhinengdengxiandaixinxijishu、xianjintongxinjishu，shixiandianlixitonggehuanjiewanwuhulian、renjijiaohu，juyouzhuangtaiquanmianganzhi、xinxigaoxiaochuli、yingyongbianjielinghuotezhengdezhihuifuwuxitong。

       zainengyuanxingyexindechanyegejuxia，guojiadianwangqiangdiaotuidong“liangwang”jianshe，qizhongzhinengdianwangtongguotegaoyajigejidianwangchengzaidianliliu，fuwuyuchuantongshupeidianyewu；fanzaidianliwulianwangtongguochengzaishujuliu，shidianliyewushujuhua，dianlishujuyewuhua。

      anzhaoguojiadianwangmubiao，2021nianchubujianchengfanzaidianliwulianwang，dao2024nianjianchengfanzaidianliwulianwang，quanmianxingchenggongjiangongzhigongxiangdenengyuanhulianwangshengtaiquan，shixiannengyuanliu、yewuliu、shujuliu“sanliuheyi”。keyiyujiandeshi，fanzaidianliwulianwangzeshidianwanggongsiweilaiwudaoshiniantouzijianshedezhongxin。

      linghangzhikuhuoxi，guojiadianwangweicidiaozhengneishejigoujibufenhexinbumen，jiangguojiadianwangxintongbuyuyunjianzhongxinhebingchenglihulianwangbu，tongshidiaozhengguowangchanyebudengbumenfuzeren，yuannanruijituandongshizhang、guowangdiankeyuanyuanzhangxiguofudiaorenchanyebuzhuren。xiguofuciqianzhudaoguodiannanruijituanzichanzhongzu，bingzaiguojiadianwangxitongneibulvxiantuichuguquanjilijihua，zheishiqigerenzhiyeshengyazhongnongmozhongcaiyibi。youjianyuci，zibenshichangduiguojiadianwangtigaozichanzhengquanhualv、yinruguquanjiliyuqizengqiang。

       congdianwangzhuanxingdedongjifenxi，zainengyuangemingyushuzigemingdachaoxia，zhuanxingshidianwangqiyebudebumianlin、budebuyingduidehongdamingti。youqishizaidianlishichanghuajinchengjiajudebeijingxia：

（1）dianwanggongsizhuanqugouxiaojiachadeshangyemoshibukechixu，duineixutigaozhilishuiping，duiwaixutuozhanxinxingyewutigaozichanshouyishuiping；

（2）dianwangyijiadudadetizhihuanjinghenkuaibufucunzai，chuantongdianwangyewujiangmianduigengjiliedeshichangjingzheng；

（3）zaishupeidianjiashoudaoyangejianguandezhengceyaoqiuxia，dianwanggonggongfuwushuxingyulaiyuqiang，yituoziranlongduanshuxingjubeikaifaxinxingyewudeyoushi；

（4）zaixinnengyuanjieru、dianlidianzihua、dianlichaoliuduobianqushixia，dianwangyunxingxuyaogengwending、genganquan；

（5）congquanqiushiyekan，guojiadianwangbaozhangguojianengyuananquan、canyuquanqiushichangjingzheng，chuzuodazichanbantuwai，xuyaojiezhuxinxi、tongxin、rengongzhinengdengruanshililiangjian。

泛在物联网资本市场狂欢

      3yue11ri，fanzaidianliwulianwangzhishudengluagu，zaizijinduidianwangwulianwangtouzizengjiadeqiangshiyuqixia，guojiadianwanggongsisuoshuminjiangshuidian、guodiannanrui，dianlizhongduancaijishebeigongyingshang（xinliandianzi、haixingdianlideng）、dianliruanjiangongyingshang（langxinkeji、yuanguangruanjiandeng）、dianlizhongduanzaiboxinpiangongyingshang（dongruanzaibo、xiaochengkejideng）dengchengxianjitishangzhangchao。zaizijinqudongxia，zhangshixiangpeidianshebei、tegaoyashebei、dianlishebeijiancegongyingshangmanyan，zheizhongqingxingduiyuchenjiyijiudezhizaoyeeryanshiyizhongjiushu。

      qizhong，minjiangshuidian（600131）lingzhangquanshichang。minjiangshuidiandezhuanshenyuanziyuguojiadianwangzhengzaituijindeyixiangzhongdazichanzhongzu。1yue25riminjiangshuidiangonggaocheng，guowangxintongniyi“yunwangronghe”yewuxiangguanzichanyuminjiangshuidianjinxingzichanzhongzu，nizhongzuyewuzhuyaobaokuotongxinwangluojiansheyunyingyunwei、yunpingtaijiyunyingyongfuwudengyewu。zhongzuwanchenghou，minjiangshuidianbuzaishipeishoudianzhuti，ershiguojiadianwang“yunwangronghe”pingtai。

      genjufangan，nizhiruzichanzeweixinchanjituanchiyoudezhongdianfeihua67.31%gufen、jiyuanruanjian100%guquan、zhongdianpuhua100%guquan、zhongdianqimingxing75%guquan。sijiagongsi2017nianweijingshenjideyingyeshouruhejiwei54.41yiyuan，jinglirunhejiwei3.24yiyuan。

      jianyuminjiangshuidianpingtaishuxing，zibenshichangyuqiguojiadianwangxintonggongsisuoshuzichanjiangluxudabaozhurushangshigongsi，minjiangshuidianjieshiyejiangchengweiguojiadianwangtuijinfanzaidianliwulianwangdeweiyipingtai。zaizheiyiyuqixia，gongsigujiaheshizhiyilubiaosheng。gujiacongtingpaiqiande 6.19yuanshangshengzhi3yue12ride25.29yuan，zhangfuda308.6%；gongsishizhiyou31yiyuanbiaoshengzhi120yiyuanshangxia。

      mianduigujiayichangbodong，3yue12riminjiangshuidianbingfabufengxiantishigonggao，chengmuqianfanzaidianliwulianwangshangchuyuqidongjieduan，gongsijinizhuruzichannengfouhuodexiangguanxiangmucunzaibuquedingxing。

      tongqiyingujiayichangbodongfabugonggaodeshiguodiannanrui，zheijiaguojiadianwangxitongneizidonghualongtougongsizai3yue8ri、3yue11ri、3yue12rilianxusangejiaoyirineirishoupanjiagezhangfupianlizhileijidadao20%，gongsigonggaochengmuqianshengchanjingyingzhengchang，“fanzaidianliwulianwang”duigongsishengchanjingyingweichanshengyingxiang。

      fanzaidianliwulianwangjiansheshiyigexitonggongcheng，zibendezhulixingjuedingqibuhuipeibanxingyezhangpao。3yue13ri，windfanzaidianliwulianwangbankuaichuxiandiaozheng，naruzhishude42jiagongsizhong，28jiagongsidafuxiadie，longtoubiaodeminjiangshuidianbaodieting。jinguanruci，xinliandianzi、xiaochengkeji、guodiannanzidengrengranhuodisangezhangting。

     ; erjishichangduanqibodongbeihoushizijinqudong，dabizijinjierudebeihoushiduidianwangtouzicaifuxiaoyingdegaoyuqi。dancongchanyejiaodukan，gengxiwangzijinnengzhulixinpian、chuanganqidenghexinjishuyanfa，erfeiduanqichaozuo。

数据采集、传感终端是第一投资重地

      guojiadianwangtiaochudianliguandaoyunyingshangdejiaose，shitugoujianyigewanwuhulian、renjijiaohushifanzaidianliwulianwangdeshengtai。congwangluojiagoushangkan，fanzaidianliwulianwangbaohanganzhiceng、wangluoceng、pingtaiceng、yingyongcengsicengjiegou。

      ruguodianwanggongsizheichangzhuanxingruqichenggong，jieshi（2024nian）dianwangqiyeduineikeyishixiankuabumenxietong（shengchanyuyingxiaoguantong），quanmianganzhiyuanwanghechushebeiyunxingzhuangtai，tishengdianwangyunxingguanlishuiping，cujinxinnengyuanxiaonabingwang；duiwaishixianshujugongxiang，shishixiangyingkehu、zhengfubumen、shebeigongyingshang、fadianduandengxuqiu，chuangxindashujufenxi、jinrongfuwu、jienengdengxinlirunzengzhangdian。

      congfenbushishidelujingkan，dianliwulianwangdedajianshouxiancongganzhicengjichusheshidajiankaishi。ganzhicengshiyoudaliangdejuyouganzhi、tongxin、shibienenglidezhinengwutiyuganzhiwangluozucheng。zheibaokuopeidiancecaijizhuangzhi、tongxinshebei、bianyuanjisuandengchanpin，tongguozhongduanshebeishixiannengyuanhuiji、chuanshu、zhuanhuan、liyonggehuanjieshebei、kehudezhuangtaiquanganzhi、yewuquanchuantou。jiyuganzhicengcaijixitongdewanshan，dianwangxitonggegeyaosucaikeyishixianshuzihuaguanli，shixiannengyuanyewushujuhua。

      youci，shujucaiji、chuangandengzhinengzhongduanshebeishifanzaidianliwulianwangtouzidediyizhongdi，shujucaijishishujushangyehuayingyongdeqianduan。

      genjuguojiadianwangshuju，dao2018niandi，guowangjierudezhinengzhongduanshebeichaoguo5.4yitai（tao），caijishujurizengliangchaoguo60tb，fugaiyonghu4.6yihu；chelianwangjieruchongdianzhuangchaoguo28wange。anzhaoguojiadianwanggongsiguihua，yujidao2025nianjieruzhongduanshebeijiangchaoguo10yizhi，dao2030nianjiangchaoguo20yizhi。

      zaifanzaidianliwulianwangdemeimiaoyuanjingqian，jicengshujudecaijishenzhibipingtaicengdedajiangengzhongyao。zhiyouzaiganzhicengshujuwanchengcaijihou，shujuyingyong、zhihuinengyuanfuwupingtaidedajiancaiyoujichu。suowei，jiguibuzhiqianlidagaijiushizheigeyisiba。