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地产大佬居然也开始关注变压器了

  • 2026-02-16 21:40:28
地产大佬居然也开始关注变压器了

早上看冯仑转发了一篇：全球疯抢中国变压器

——老道评：大概是因为昨天川皇谈电力的原因，就连国内跟王石头齐名的地产大佬也开始关注变压器了，想起来也蛮讽刺。我2022～2023年那波讲电力消纳和智能电网涉及到众多变压器公司，大家没啥兴趣（听不懂），因为那确实很没存在感，至少没有房地产那么有存在感。

我有个同学的爸爸是当地变压器厂的工程师，后来上世纪九十年代厂子经营不下去倒闭了，他就联合其他几个人一起把厂子的设备盘下来筚路蓝缕重启人生。那年代修房子已经很挣钱，但做变压器这种低端设备不挣钱，这也是为什么整个西方今天都缺变压器的原因——老设备不挣钱，年轻人不愿意做，五六十年后基础设施老化需要更新，但已经没有了替换它们的产能。

所以我同学他爸爸完全没考虑过让儿子接班，给他找关系弄了个银行的职位，若干年后儿子在银行无聊到抓狂，辞职回家跟老爸一起做变压器，然后就遇上新能源大爆发——变压器一下子成了全国畅销的生意，现在又成了全球抢购的玩意儿。

这就是经济周期的魅力~

相关阅读：【梳理】运、船、新（六）超级智能电网

【梳理七】电网英雄谱：特高压电网相关23家公司基本面情况点解（上）

【梳理八】电网英雄谱：特高压电网相关23家公司基本面点解（中）

【梳理九】缺电的解法：正在落实的电网调峰新思路之一

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  137. /yingpanguazai/ssd/ssd1/www/a.mffb.com.cn/vendor/topthink/think-template/src/template/driver/File.php ( 2.41 KB )
  138. /yingpanguazai/ssd/ssd1/www/a.mffb.com.cn/vendor/topthink/think-template/src/template/contract/DriverInterface.php ( 0.86 KB )
  139. /yingpanguazai/ssd/ssd1/www/a.mffb.com.cn/runtime/temp/cbe9940b986bd319e8e4ad9d69892652.php ( 11.98 KB )
  140. /yingpanguazai/ssd/ssd1/www/a.mffb.com.cn/vendor/topthink/think-trace/src/Html.php ( 4.42 KB )
  1. CONNECT:[ UseTime:0.000992s ] mysql:host=127.0.0.1;port=3306;dbname=a_mffb;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.001794s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.000361s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.000275s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.000916s ]
  6. SELECT * FROM `set` [ RunTime:0.000253s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.000849s ]
  8. SELECT * FROM `article` WHERE `id` = 461327 LIMIT 1 [ RunTime:0.000419s ]
  9. UPDATE `article` SET `lasttime` = 1771756035 WHERE `id` = 461327 [ RunTime:0.005360s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 65 LIMIT 1 [ RunTime:0.000285s ]
  11. SELECT * FROM `article` WHERE `id` < 461327 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.000566s ]
  12. SELECT * FROM `article` WHERE `id` > 461327 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.000523s ]
  13. SELECT * FROM `article` WHERE `id` < 461327 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.001030s ]
  14. SELECT * FROM `article` WHERE `id` < 461327 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.001598s ]
  15. SELECT * FROM `article` WHERE `id` < 461327 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.002253s ]
0.158945s