Electric power equipment: out of the downturn
More than one industry fundamentals have evidence or is expected to improve, the whole industry in 2012 is expected to support the performance of the form.
2011 years of industry appear too many accidents and lower than expected, make industry behind the performance in the millennium, more than one industry fundamentals have evidence or is expected to improve, glue gun the whole industry in 2012 is expected to support the performance of the form.
Distribution network and intelligent substation investment has high growth
From the "eleventh five-year plan" grid construction result, our country has built a very powerful transmission network, has been completed let load transformation link than the process of ascension, is expected to "1025" transformation network construction during the "eleventh five-year plan"glue stick growth is only about 30%. Looking back on the past four years, and 110 KV power distribution network construction significantly below the growth of 220 KV and above power grids, power distribution network construction lagged behind, at present has become the power grid we link, the expected over the next two years the son of the industrial investment growth will be in composite around 40%. According to the national grid plan, the substation link of artificial intelligence is the key work of "1025", the future investment growth with certainty. In complete intelligent substation pilot after work, glue gun the substation of intelligent construction will link illustrated. According to the planning in 2012, the overall investment, investment amount year-on-year growth of more than 40%. Distribution network and intelligent substation individual stocks will benefit from the high growth industry segments.
State grid startup ultra-high voltage of the early work, new economic situation, power the entire industry's low carbon business opportunities emerging, intelligent power grid and related will benefit most. Uhv long-distance transmission technology have made new breakthrough, will ease China local area of the present situation of the structural electricity, and then drive power transmission equipment to a large number of investment. Ultra high voltage, glue gun low carbon economy of artificial intelligence is the inevitable choice and future development potential is tremendous. "1025" during the national power grid in intelligent power grid construction itself and let the intelligent investment of 1.5 trillion yuan, the massive investment will become our uhv grid development opportunities. Change especially electrician, flat high electrical, han cable shares, dalian porcdain insulator in all segments such as dominant industry is expected to benefit from it. Power grid investment is independent of macro economic environment, although at present the macro economy is not clear, but the power grid investment growth of certainty is stronger.
...Recently, CNHTC's group in chengdu ace landscape and forestry administration chengdu city government procurement competitive bidding, the pure electric car every 15 sprinkles, glue stick this is relying on 7 series is a. truck ace product platform, in the new energy vehicles in the field of the significant breakthrough.
...The United States of the university of Texas at Austin, the researchers said, according to the solar energy conversion mechanism of the new research, the use of a organic plastic semiconductor material,glue gun can make the efficiency of traditional solar cells increased significantly, from 31% up to 44%. Related research report is published in the December 16, 2011 issue of the journal science.
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