Secondary equipment for the power grid: demand growth + industry concentration increase The demand for secondary equipment in smart grid investment is doubled compared to the “Eleventh Five-Year Planâ€; the smart grid’s requirement for secondary equipment technology level is further enhanced, and the market share of excellent company’s companies is improved. may.
HVDC transmission is the optimal choice for ultra-long-distance power transmission. By the end of this year or early next year, 3-4 DC transmission projects will be built. The scale and progress will exceed market expectations, and the corresponding equipment manufacturer's performance will be From 2012 to 2013, it has improved.
Import substitution is still the main theme of the development of industrial control in the next few years. The market share of industrial control equipment in China is more than 80% monopolized by foreign brands. Excellent domestic companies will continue to erode the market share of foreign brands by virtue of their cost-effectiveness and localized R&D advantages.
Distribution network investment is a new bright spot in the “Twelfth Five-Year Plan†Distribution network investment will increase in Volume during the “Twelfth Five-Year Plan†period, and investment will be doubled compared to “Eleventh Five-Year Planâ€.
Demand for the solar energy industry is expected to recover in June and there are potential opportunities in the third quarter. The increase in the rate of return on power plants due to the drop in component prices will restart the demand, so the drop in component prices is expected to stabilize. At the same time, as the price of polysilicon falls, component profit is expected to rebound, and the industry investment opportunities are expected to usher in the third quarter. The increase in demand before the German subsidy cut in June may stimulate short-term demand and there is a possibility that the industry may rebound in the short term.
The nuclear power sector may have a good chance of an event, and the opportunity is greater than the risk. The nuclear power safety inspection will be completed in June. The specific time for the nuclear power system to approve and restart may begin to emerge. Under the condition of the national power shortage, we believe that the nuclear power sector has experienced oversold rebound. The possibilities are greater than risks.
Give "transmission", power electronics, nuclear power, water electronics industry "recommendation", photovoltaic industry "prudent recommendation", wind power "neutral" rating.
HVDC transmission is the optimal choice for ultra-long-distance power transmission. By the end of this year or early next year, 3-4 DC transmission projects will be built. The scale and progress will exceed market expectations, and the corresponding equipment manufacturer's performance will be From 2012 to 2013, it has improved.
Import substitution is still the main theme of the development of industrial control in the next few years. The market share of industrial control equipment in China is more than 80% monopolized by foreign brands. Excellent domestic companies will continue to erode the market share of foreign brands by virtue of their cost-effectiveness and localized R&D advantages.
Distribution network investment is a new bright spot in the “Twelfth Five-Year Plan†Distribution network investment will increase in Volume during the “Twelfth Five-Year Plan†period, and investment will be doubled compared to “Eleventh Five-Year Planâ€.
Demand for the solar energy industry is expected to recover in June and there are potential opportunities in the third quarter. The increase in the rate of return on power plants due to the drop in component prices will restart the demand, so the drop in component prices is expected to stabilize. At the same time, as the price of polysilicon falls, component profit is expected to rebound, and the industry investment opportunities are expected to usher in the third quarter. The increase in demand before the German subsidy cut in June may stimulate short-term demand and there is a possibility that the industry may rebound in the short term.
The nuclear power sector may have a good chance of an event, and the opportunity is greater than the risk. The nuclear power safety inspection will be completed in June. The specific time for the nuclear power system to approve and restart may begin to emerge. Under the condition of the national power shortage, we believe that the nuclear power sector has experienced oversold rebound. The possibilities are greater than risks.
Give "transmission", power electronics, nuclear power, water electronics industry "recommendation", photovoltaic industry "prudent recommendation", wind power "neutral" rating.
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