Pick Up The Development Of New Energy Industry Demand Prospects Remain Favorable

Nuclear power, wind power and solar photovoltaic energy industry is the new main branch, is also an important area of low-carbon economy. The next 10 years, large-scale construction of nuclear power will make the East Electric, Shanghai Electric, represented by equipment manufacturers to benefit; wind power and solar energy production despite the "surplus", but with the economic recovery, demand pick up, their development prospects remain favorable.



Nuclear power, wind power and solar PV power generation is a new Energy The main branch of industry is an important area of low-carbon economy. The next 10 years, the massive construction of nuclear power will make the East Electric , Shanghai Electric, represented by equipment manufacturers to benefit; wind power and solar energy production despite the "surplus", but with the economic recovery, demand pick up, and its prospects remain favorable. facial threading

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The development of space nuclear power



2008 installed capacity of China's total installed generating capacity of nuclear power capacity of 1.3% of total electricity generating capacity of 2%, and 17% of the global nuclear power around the national average level of a big gap. In the world's major developed countries, nuclear power has become a major Power supply One, for example, the French nuclear power generating capacity of the total volume of 76%, Korea 36%, Germany 28%, Japan 25%, 19% of the United States, Russia has reached 17%. Compared with developed countries, China's nuclear power has a great space for development.



2009 9 25, the Secretary Zhang national energy conference at the State Information Office said the new energy development plan at present is in the ministry countersigned stage, nuclear power development goal in the original 40 million kilowatts by 2020 should be based on a substantial increase. Analysts believe that the new plan will bring our country's nuclear power installed capacity by 2020 to upgrade to double to 80 million kilowatts, with a total investment of about 900 billion yuan. China began construction of the existing six nuclear power plants, and another four nuclear power plants approved. Nuclear power plant construction period of about 4-5 years, by 2015 China will have been built from 9 to 10 nuclear power plants.



China's nuclear power equipment manufacturing industry has developed greatly. At present, China 300 000 KW, 60 KW and GWe power plants to the localization rate levels were 90%, 70% and 50%. Analysts expect 2012,2013 years ago, China-GWe nuclear power equipment, independent of the rate will reach 75%.



Guoyuan Securities analysts said the large-scale construction of nuclear power will drive a large number of related industries, of which more in revenue from equipment providers. Listed companies, analysts recommend focusing on a core technology and strong market position in the East Electric, Shanghai Electric and other upstream equipment company. Analysts said the bullish reason nuclear power equipment companies because they have the following competitive advantages: First, the Government's strong support. National industrial policy from "moderate development of nuclear power" to "speed up nuclear power development", nuclear energy has enormous room to improve capacity; second is technological superiority. Mature domestic technology, the basic synchronization with the international advanced level; third cost advantage. Nuclear power generation cost difference between conventional thermal power generation cost less, but far less than wind power, solar PV power generation costs; Fourth, the valuation advantage. To Dongfang Electric, Shanghai Electric's nuclear power companies to represent the overall performance of fine, high growth uncertainty, the current valuation level is low.



Maturity of the technology of wind power capacity, "excess"



In all kinds of new energy development, wind power generation is relatively mature technology, and business development with large-scale development and power generation conditions, thus becoming an important area of low-carbon economy.



Domestic wind power installed capacity of 3 consecutive years at one million kw-class double, the first half of 2009, domestic new installed capacity of 4,439,800 kilowatts, the cumulative installed capacity of up to 16,592,600 kilowatts. Analysts expect more than 2050 wind power may be water, the main force of China's second largest power generation Power supply .



With the past two years, the rapid growth of wind power installed capacity, each of which are active capacity. 2010, total capacity of the national wind power machine over the next 10 years the average annual demand. In addition, foreign Vestas and Suzlon and other wind power companies have also set up production bases in China. The current capacity of wind power machine has far exceeded demand. Therefore, the wind power equipment is included in the state of excess capacity and duplication industries.



Guoyuan Securities analyst noted that duplicate the construction of effective control, will help speed up the integration of wind power company, survival of the fittest, to maintain the current market the company's market position in the premium.