The new round of UHV project construction of "Intraday Treasure" has been carried out on a large scale, and such products are the key materials of UHV, and the company has provided stable supply to mainstream manufacturers

According to the Financial Associated Press, in order to improve the transmission of clean energy across provinces and regions. During the "14th Five-Year Plan" period, the State Grid Corporation of China plans to continuously improve the utilization efficiency of the existing transmission channels as the main content and key task of the development of the power grid, realize the full power operation of the built channels, and improve the transmission capacity of 35.27 million kilowatts. It is planned to be completed 7 times, start construction of a batch, research and reserve a batch of UHVDC, and add 56 million kilowatts of new transmission capacity. By 2025, the inter-provincial and inter-regional transmission capacity of the company's operating area will reach 300 million kilowatts, and the proportion of clean energy transmission will reach 50%.

Insulation materials are the key materials to ensure the reliable, durable and safe operation of electrical equipment (especially power equipment), and its technical level and quality level will directly affect the development level and operation quality of the electric power industry and the electrical appliance industry. Without high-performance insulation materials as a guarantee, from power generation, power transmission and transformation to electrical equipment, it is possible to cause instability in the operation of the local power grid, and in severe cases, it will lead to the paralysis of the entire power grid. In March 2021, the State Grid 'Carbon Peak, Carbon Neutrality Action Plan' proposed that the new regional transmission channels during the "14th Five-Year Plan" period will mainly transmit clean energy. It is planned to build 7 UHVDC and add 56 million kilowatts of new transmission capacity. Open source securities analysis pointed out that insulation materials are the guarantee of the performance of UHV equipment. Coupled with the UHV transmission capacity built in the Southern Grid Area, it is expected that the domestic UHV transmission capacity in the "late 14th Five-Year Plan" period is expected to exceed 100 million kilowatts. A new round of UHV project construction in China has been carried out on a large scale, driving the growth of demand for insulation materials.

Among the A-share listed companies, the main products of Dongma Technology applied to the UHV industry are functional polypropylene films, large-size insulating structural parts and products, and have established a stable supply relationship with the world's mainstream UHV capacitor manufacturers. McAudy has the technical ability of key core insulation components of million volts UHV, and participated in the State Grid 1100kV AC UHV Sutong GIL comprehensive pipe corridor project. The "high-voltage cable (110kV) ultra-clean XLPE insulation material" independently developed by Wanma Co., Ltd. broke the international monopoly and was listed in the key new product plan of the Ministry of Science and Technology of the People's Republic of China, becoming the first enterprise in China to supply ultra-net insulation material for high-voltage cable (110KV).

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