“十五五”时期,我国城市地下管网投资规模较“十四五”时期大幅增长,特别是智慧化升级的配套推进,正在为传感器、仪表、AI信息化企业带来稳定增量。汉威科技(300007.SZ)董事长任红军近日透露,公司管线领域相关传感器订单已排至年底,今年上半年相关产品订单增速基本都在30%以上,政策红利仍处于释放期。
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