On December 2, the Ministry of Finance, the Ministry of Science and Technology, the Ministry of Housing and Urban-Rural Development, the National Energy Administration and other four departments jointly held a meeting in Beijing to announce key equipment for demonstration projects of the Golden Sun demonstration project and solar photovoltaic building application. The central government will A 50% subsidy will be given at the bid agreement price. For a time, the degree of concern in the electrical equipment industry has suddenly increased, and a number of securities company research institutes have issued special reports that high-end electrical equipment leading companies are expected to be the biggest winners during the “12th Five-Year Plan†period.
Photovoltaic industry has a lot of opportunities
The financial industry subsidized by the financial sector is undoubtedly the most closely watched by brokers. Everbright Securities released a research report that the prices of photovoltaic modules and solar cells have recently declined, but the prices of silicon wafers and silicon materials are still rising. This illustrates two issues: First, demand is still strong. The price reduction of this component shows significant structural characteristics, and the big factory has a smaller decline. The main reason is that this year due to the bottleneck of capacity of the big factory, the small factory received many orders for OEM. At present, the large-scale production capacity is released and there is no need for OEM.
Second, the trend of “profitability dumbbellization†of photovoltaic panels has begun to show. Everbright Securities believes that the future profitability is strong. The sectors that can truly enjoy the industry's prosperity include: the most prominent core equipment and auxiliary materials for technological differentiation; the construction of power stations with the highest stability of profit margin; the highest polysilicon entering the barriers, and the above The biggest opportunity in the first phase comes from the core equipment and auxiliary materials.
Everbright Securities believes that the domestic photovoltaic industry chain has been started for 5 years, and all of the development has been on production capacity, and the core technology and accessories have been missing. At present, China has the world's largest photovoltaic industry chain, but it is not the best. The improvement of technology and supporting capabilities is the most pressing demand for China's photovoltaic industry. Conversely, it is precisely because the domestic photovoltaic industry, regardless of volume or vitality is the world's first, so there are sufficient funds, markets and personnel, able to nurture the best equipment and materials providers. Among listed companies, Jinggong Technology is an outstanding representative.
Grasp the two main investment lines
Changjiang Securities believes that in 2011, we should grasp the two main investment lines of the electrical equipment industry: first, explore structural opportunities for power construction under the Twelfth Five-Year Plan: thermal power, denitrification, and hydropower construction; second, focus on the power demand side, The power electronics market is huge.
Changjiang Securities believes that smart grid construction and energy conservation and emission reduction have provided the source of momentum for the rapid development of the power equipment industry during the “Twelfth Five-Year Plan†period, but it is difficult to achieve breakthroughs in the current valuation of the industry, and the acquisition of excess returns in 2011 The point is the certainty of the company's performance; at the same time, investment from the power demand side will maintain rapid growth during the "12th Five-Year Plan" period.
Photovoltaic industry has a lot of opportunities
The financial industry subsidized by the financial sector is undoubtedly the most closely watched by brokers. Everbright Securities released a research report that the prices of photovoltaic modules and solar cells have recently declined, but the prices of silicon wafers and silicon materials are still rising. This illustrates two issues: First, demand is still strong. The price reduction of this component shows significant structural characteristics, and the big factory has a smaller decline. The main reason is that this year due to the bottleneck of capacity of the big factory, the small factory received many orders for OEM. At present, the large-scale production capacity is released and there is no need for OEM.
Second, the trend of “profitability dumbbellization†of photovoltaic panels has begun to show. Everbright Securities believes that the future profitability is strong. The sectors that can truly enjoy the industry's prosperity include: the most prominent core equipment and auxiliary materials for technological differentiation; the construction of power stations with the highest stability of profit margin; the highest polysilicon entering the barriers, and the above The biggest opportunity in the first phase comes from the core equipment and auxiliary materials.
Everbright Securities believes that the domestic photovoltaic industry chain has been started for 5 years, and all of the development has been on production capacity, and the core technology and accessories have been missing. At present, China has the world's largest photovoltaic industry chain, but it is not the best. The improvement of technology and supporting capabilities is the most pressing demand for China's photovoltaic industry. Conversely, it is precisely because the domestic photovoltaic industry, regardless of volume or vitality is the world's first, so there are sufficient funds, markets and personnel, able to nurture the best equipment and materials providers. Among listed companies, Jinggong Technology is an outstanding representative.
Grasp the two main investment lines
Changjiang Securities believes that in 2011, we should grasp the two main investment lines of the electrical equipment industry: first, explore structural opportunities for power construction under the Twelfth Five-Year Plan: thermal power, denitrification, and hydropower construction; second, focus on the power demand side, The power electronics market is huge.
Changjiang Securities believes that smart grid construction and energy conservation and emission reduction have provided the source of momentum for the rapid development of the power equipment industry during the “Twelfth Five-Year Plan†period, but it is difficult to achieve breakthroughs in the current valuation of the industry, and the acquisition of excess returns in 2011 The point is the certainty of the company's performance; at the same time, investment from the power demand side will maintain rapid growth during the "12th Five-Year Plan" period.
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