中国智能电网建设即将启动...............................................................................................................4 何处与欧美不同..............................................................................................................................4 智能电网三步走..............................................................................................................................4 巨额投资拉动二次设备高速增长.......................................................................................................6 从驱动因素探寻受益子行业...............................................................................................................7 多维度筛选智能电网个股...................................................................................................................8 荣信股份（002123.CH）：推荐.......................................................................................................10 思源电气（002028.CH）：推荐.......................................................................................................15 国电南瑞（600406.CH）：审慎推荐................................................................................................19 科陆电子（002121.CH）：中性.......................................................................................................24 附录1：智能电网基础知识..............................................................................................................29 什么是智能电网？.........................................................................................................................29 智能电网主要特征.........................................................................................................................30 欧美智能电网应用最新进展............................................................................................................31 美国智能电网刺激政策...................................................................................................................32 附录2：智能设备之储能电池...........................................................................................................33 储能技术实现新能源接入和负荷削峰填谷........................................................................................33 我国储能电池市场.........................................................................................................................33 附录3：智能设备之电动汽车充电设备..............................................................................................34 电动汽车充电站建设成电网战略重点...............................................................................................34 我国电动汽车充电柜市场...............................................................................................................34 附录4：智能设备之在线监测...........................................................................................................35 在线监测技术是状态检修的关键.....................................................................................................35 我国变压器色谱监测市场...............................................................................................................35 附录5：智能设备之数字化变电站....................................................................................................36 数字化变电站引领变电站自动化.....................................................................................................36 我国数字化变电站市场...................................................................................................................36 附录6：智能设备之智能调度...........................................................................................................38 调度自动化及其发展方向...............................................................................................................38 我国调度自动化市场......................................................................................................................38 附录7：智能设备之柔性输电...........................................................................................................40 柔性输电技术应用广泛...................................................................................................................40 我国柔性输电市场.........................................................................................................................41 附录8：智能设备之智能电表...........................................................................................................42 智能电表简介................................................................................................................................42 我国智能电表市场.........................................................................................................................43 附录 9：未覆盖公司简介................................................................................................................44 附录 10：名词解释........................................................................................................................45