|Home | Sitemap|
|lookmach.com||lookmach.com is a global machine trading platform|
|Home - International News - Enterprise News - Market Trends - Tech Specials - Machine Exhibition|
|Grasp the chance of electrical equipment industry, the two main investment|
Summary: December 2, Ministry of Finance, Ministry of Science, Housing and Urban Affairs, the National Energy Board and other four departments jointly held a meeting in Beijing, announced on Golden Sun and the solar photovoltaic demonstration project construction demonstration project of key equipment, The central government will give 50% of the winning contract price subsidies. For a time, the electrical equipment industry's concern about a sudden increase, a number of Securities Company Institute released a special report that the leading high-end electrical equipment company "five-second" period is expected to become the biggest winner.
Play a role on the industry Web site to promote the industry information to inform the work
December 2, Ministry of Finance, Ministry of Science, Housing and Urban Affairs, the National Energy Board and other four departments jointly held a meeting in Beijing, announced on Golden Sun and the solar photovoltaic demonstration project construction demonstration project of key equipment, the central government will bid price agreement by giving 50% of the subsidies. For a time, the electrical equipment industry's concern about a sudden increase, a number of Securities Company Institute released a special report that the leading high-end electrical equipment company "five-second" period is expected to become the biggest winner.
PV industry and numerous opportunities
Financial subsidies by the photovoltaic industry is undoubtedly the most brokerage concern. Everbright Securities issued research reports that the recent PV module, solar cell decline occurred in the price, but the price of silicon and silicon are still rising. This illustrates two problems: First, demand is still strong. The component prices, showing significant structural features of the decline smaller manufacturers, the main reason is that manufacturers this year due to production bottlenecks, small factories received a lot of OEM orders. Manufacturers can focus on the current production release, no longer need to work on this.
Second, the PV plate "profitability dumbbell" trend has emerged. Everbright Securities believes that the future profitability of the firm, the economy can really enjoy the aspect of the industry, including: technical differences in the heart of the most prominent and auxiliary equipment; the highest profit margin of stability of power station construction; the highest barriers to entry of polysilicon, the plate in the next stage the greatest opportunity comes from the core and auxiliary equipment.
Everbright Securities believes that the domestic photovoltaic industry chain starting 5 years of development, are capacity, while supporting the core technology and materials have been missing. At present, China has the world's largest photovoltaic industry chain, but not the best. Upgrading technology and supporting capacity, China's PV industry is the most urgent needs. On the contrary, precisely because of the domestic photovoltaic industry, regardless of volume or activity are the first in the world, it has sufficient funds, markets and talent, to nurture the best equipment and materials providers. Among listed companies, refinement is one of the outstanding representatives of science and technology.
Grasp the two main
investment Changjiang Securities believes that in 2011 electrical equipment industry should grasp the main line of the two investments: one is to explore "second five" power construction under planning Forced structural opportunities: denitrification thermal power, hydropower construction; the second is concerned about the demand side, power electronic energy market is huge.
Changjiang Securities, believes that smart grid development and energy conservation as a "second Five-Year" period of the rapid development of power equipment industry provides a source of power, but the current valuation levels as the industry difficult to achieve a breakthrough in 2011, settled the acquisition of excess returns point is the performance of the company's uncertainty; the same time, from the demand side of investment in the "five-second" period will maintain rapid growth.
2005-2007 is a new thermal power installed capacity in the peak period, while the thermal power boilers generally about every 5 to 6 years to conduct a major overhaul, so these units will soon usher in the first round of the overhaul of the peak, denitrification, desulfurization, dust transformation, no Ignition usher in a huge market. Changjiang Securities that the "second five" average during the regular water started 20 million kilowatts, the average annual needs of 20 billion hydropower units; wind power, nuclear power and stimulate the construction of pumped storage, "second five" needs 24 billion, Longyuan technology Zhejiang Fu shares of listed companies benefit.
Development and Reform Commission issued by six ministries, "Demand Side Management Regulations", requiring all localities and units to conserve electricity, electricity science into economic development planning and evaluation indicators, Changjiang Securities optimistic about the "measures" to promote the demand-side energy-saving technology, high pressure inverter, reactive power compensation, shares of listed companies Hidenobu, Jiuzhou Electric is expected to benefit.
|Related machine News|
|Break into a high-tech instrumentation industry in 2010 spectacle (2011-3-20)|
|Abstract: ended in 2010, the Chinese instrument industry has gone through an extraordinary year, during the year, the industry has undergone a lot of events. The DCS and other high-tech products in ...|
|"Triple play" IP TV broadcasting control platform integrated complete (2011-3-20)|
|Abstract: China's Internet television broadcast IP television integrated control platform with central and local levels, structure, pattern of the central covering the spread of mass media to me...|
|Hubei: careful planning, "second five" Agriculture (2011-3-20)|
|Summary: November 30-December 1, Provincial Committee Zhang Changer in Qianjiang, Tianmen research stressed the need to conscientiously implement the nine provincial ninth plenary session, in-depth ...|
|Xing Min: China Internal Combustion Engine Industry Faces Four opportunities and three ... (2011-3-20)|
|Summary: November 29 ~ December 2, by the China Internal Combustion Engine Industry Association's "Ninth China International Internal Combustion Engine and Parts Exhibition" (ENGINECHINA2010) to ...|
|Grasp the chance of electrical equipment industry, the two main investment (2011-3-20)|
|Summary: December 2, Ministry of Finance, Ministry of Science, Housing and Urban Affairs, the National Energy Board and other four departments jointly held a meeting in Beijing, announced on Golden ...|
|"Twelve Five" power equipment industry business opportunities (2011-3-20)|
|Abstract: Since the seventh session of the Fifth Plenary Session of the CPC Central Committee announced on the "second Five Year Plan" proposal, the parties on the "second Five-Year" period of China...|
|To seize foreign giants gear transmission equipment in the high-end market (2011-3-20)|
|Abstract: Germany, France, Japan and other countries vied for the transmission equipment manufacturing giant, high-end Chinese occupation reducer market: With the accelerated pace of economic global...|
|Monitoring stations in China in recent 30 years the applications of instruments (2011-3-20)|
|Abstract: 30 years, the China Environmental Monitoring equipment has improved continuously, from the late 20th century, 70 hand samples, the development of automatic on-line monitoring of continuous...|
|Surge in demand for machine tool accessory manufacturing capacity need to improve (2011-3-20)|
|Abstract: In recent years, with rapid and stable economic development, revitalization of the equipment manufacturing industry and the manufacturing technology upgrading and modernization of national...|
|About us - Service - Payment - Friendly Link - Contact us - Links - Disclaimer|
|Copyright © 2010 All Rights Reserved.|