Both power grid investment and new energy are beyond expectation

Both power grid investment and new energy are beyond expectation




Industry reports.



2009 electricity consumption by 2009 pairs of grid investment in the national electricity consumption in society as a whole 3.643 trillion kwh, an increase of 5.96%, the second industrial power 2.6993 trillion kwh, an increase of 4.15%. 2008 high power bidding pushed up power grid in 2009 the total investment reached 384.7 billion yuan. In volume terms, in 2008 the tender in 2009 State Grid 110kV and above the capacity of the new substation and transmission line length is much higher than 2008 levels.



In 2010 a tender placid, 2010 State Grid a tender baked, and continued in 2009 a lower number of features. In addition to isolated increase in the number of switches, the transformers and circuit breakers total bidding has declined over the same period, but modest. However, from structural point of view, a tender in 2010 clearly reflects the importance of special high-voltage, 800kV circuit breaker and isolating switch the number of bids compared with a year earlier and were up seven sets of six sets; 500kV transformer also increased the total tender 7.43 %.



New Energy in January of this year hit a total tender amount of wind power installed capacity 1.07 million kilowatts, a total investment of 14.59 billion yuan, so that the amount of annual installed capacity of the tender will reach about 12.84 million kilowatts, up from last year, the amount of actual installed. Although, according to our statistics, in January to shore and offshore solar component prices are basically stable, a decline between, there are still many companies chose to expand production.



Market report.



Electrical equipment in January to outperform the overall electrical equipment in January decreased by 2.09 percentage points over the same period in Shanghai and Shenzhen 300 fell 10.68 points, to outperform the overall trend. As of the end of January, power equipment, to reach 45.75 times the overall PE, ranking seventh, much higher than the Shanghai and Shenzhen 300 index of 21.73 times the level. In the smart grid standards and new energy sources is expected the new planning the upcoming Under the secondary equipment - electrical control equipment, have risen far more than the industry average.



Our point of view.



Domestic solar power inverter market will foster market opportunities according to our research, we believe that, in terms of the availability of financial resources or additional terms from renewable energy sources, the state supports the maintenance of domestic solar industry, the rapid development of recent years is still very easy. With the decline of the European PV market in the next few years, China will take over the world's leader in photovoltaic development in the banner. Birth of domestic solar energy development will be complementary inverter markets. Given the current listed companies, Kyushu Electric and Section China Hengsheng prepared in this regard, and greater flexibility in production capacity, we recommend investors to focus on. First Capital Securities Co., Ltd..



To learn more about power inverter, please visite http://www.szpowerinverter.com/ and http://www.bestekltd.com/, or mail to sale38@0102.cn.