Low-carbon industry: industry usher in the spring - special series of reports on investment

Low-carbon industry: industry usher in the spring - special series of reports on investment




The development of low-carbon economy is an inevitable shift of economic growth mode. The two sessions held around the corner, we believe that a low-carbon economy will regain focus. The development of low-carbon economy is not only for China's sustained economic growth, a necessary requirement, but more importantly will be the China's economic growth model. There may be a catalyst for the future: the convening of two sessions; Shier Wu emerging industries of strategic planning, power grids, Shier Wu planning; smart grid standards promulgated, the new energy industry planning.



Energy-saving environmental protection: the power industry is an important energy-saving emission reduction targets. Power industry and its upper reaches is one of the important target for energy saving and emission reduction. A larger field of energy conservation and promotion of the value of the marginal cost-effectiveness, cost advantages and to promote meaningful. Smart Grid: demonstration projects have opened, expect the standard introduction. Currently preparing for the factory owners are smart grid construction, the introduction of smart grid standards will bring about far-reaching changes to manufacturers. Also worthy of our attention is the electric car charging stations.



Clean Energy: the domestic market to flourish. China's 2009 nuclear power capacity of 900 kilowatts. By 2020, China's nuclear power capacity should be adjusted to run the 6000-7000 megawatts under construction, 30 million kilowatts by 2020 nuclear power accounted for the proportion of the total electricity installed capacity of more than 5%.



In 2009 the total global wind power capacity reached 157.9 GW, representing an increase of 37.5 megawatts last year, new capacity in nearly one third from China. Wind power equipment industry is maturing, leading companies will present a competitive advantage.



Polysilicon prices in 2010 is difficult to rise, it is difficult to obtain excess returns polysilicon manufacturers. Germany's photovoltaic subsidies decline in overseas markets, demand for solar energy may be below our previous expectations. The solar energy is in the domestic market when the boom. New extension may be concerned about the battery manufacturers can, Tianwei security changes and sea-pass group. In addition, the proposed attention to solar power inverter. Listed companies in China Jiuzhou Electric and Section Hengsheng both companies are in the process of technologies for photovoltaic inverters work.



Investment strategy. With the change in the pattern of economic growth, new energy, smart grid and power spring, the field of environmental protection, energy saving has arrived. The two sessions and will bring the catalyst. We recommend Siyuan Electric (002028), Long Park Group (600,525), Dongfang Electric (600,875), Gold Wind Technology (002,202), Tianwei change security (600.55 thousand), confidence Electric (600,517). Investors may be concerned about the valuation of the radical high electric car charging stations stocks otter News (002,227), and is developing solar power inverters Jiuzhou Electric (300.04 thousand).



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