【正文】 ................................................77六、西北地區(qū)電網(wǎng)：占比小 營 運能力有提高 ............................................................................80第七章 2022 年電網(wǎng)企業(yè)競爭力分析 .......................................................................................................83第一節(jié) 行業(yè)內(nèi)企業(yè)競爭情況分析 .................................................................................83一、企業(yè)規(guī)模分析 ........................................................................................................................83二、企業(yè)所有制特征分析 ............................................................................................................84第二節(jié) 重點電網(wǎng)企業(yè)分析 .............................................................................................85一、國家電網(wǎng) ................................................................................................................................85二、南方電網(wǎng) ................................................................................................................................87第八章 2022 年電網(wǎng)行業(yè)風(fēng)險分析 ...........................................................................................................90第一節(jié) 經(jīng)濟環(huán)境風(fēng)險 .....................................................................................................90第二節(jié) 政策環(huán)境風(fēng)險 .....................................................................................................90一、產(chǎn)業(yè)政策風(fēng)險 ........................................................................................................................90二、貨幣政策風(fēng)險 ........................................................................................................................91第三節(jié) 市場供需風(fēng)險 .....................................................................................................91一、價格波動風(fēng)險 ........................................................................................................................91二、需求減弱風(fēng)險 ........................................................................................................................91第四節(jié) 其他風(fēng)險 .............................................................................................................92一、技術(shù)風(fēng)險 ................................................................................................................................92二、自然環(huán)境風(fēng)險 ........................................................................................................................92第九章 2022 年電網(wǎng)投資策略 ...................................................................................................................936 / 119第一節(jié) 行業(yè)發(fā)展趨勢要點 .............................................................................................93一、電網(wǎng)行業(yè)“ 走出去”加快 .........................................................................................................93二、智能變電站建設(shè)進一步展開 ................................................................................................93三、電動汽車充換電服務(wù)網(wǎng)絡(luò) 建設(shè)提速 ....................................................................................94四、農(nóng)網(wǎng)智能化由“ 點”向“面”鋪開 .............................................................................................94五、西北電力“ 糧倉”作用顯現(xiàn) .....................................................................................................94六、進一步破解新能源并網(wǎng)難 ....................................................................................................95第二節(jié) 行業(yè)總體投資原則 .............................................................................................95第三節(jié) 區(qū)域投資政策建議 .............................................................................................95一、華北地區(qū) ................................................................................................................................95二、東北地區(qū) ................................................................................................................................96三、華東地區(qū) ................................................................................................................................96四、中南地區(qū) ................................................................................................................................96五、西南地區(qū) ................................................................................................................................97六、西北地區(qū) ................................................................................................................................97第四節(jié) 企業(yè)投資政策建議 .............................................................................................97一、重點支持類 ............................................................................................................................97二、適度支持類 ............................................................................................................................98二、維持類 ....................................................................................................................................98三、限制類 ....................................................................................................................................98四、退出類 ....................................................................................................................................99第五節(jié) 細分行業(yè)投資政策建議 .....................................................................................99一、支持類 ....................................................................................................................................99二、維持類 ....................................................................................................................................99三、限制退出類 ..........................................................................................................................100附件： ..........................................................................................................................................................101附件一 2022 年我國各省電網(wǎng)建設(shè)投資一覽表 ...........................