Prospects for China's nuclear power brakes "disturbed."
New alternative energy pattern has changed, or wheeled to exert plate.
Eastern wealth through mobile phone software stocks do not rise Secret how to do their shares? Up when she accidentally sell into good news! FREE millipede bars triggered by the earthquake in Japan's nuclear crisis is still filled with leaks, glue stick which will lead to global nuclear power or heat rapidly cooling. The day before Premier Wen Jiabao chaired a State Council executive meeting, the meeting decided that: a comprehensive review of nuclear power plants under construction, does not meet the safety standards must immediately stop building; strict examination and approval of new nuclear power projects on, adjust and improve long-term nuclear power development plan, the nuclear security plan approved before suspend the approval of nuclear power projects, including projects carried out preliminary work. glue gun Some analysts said that this means that the future of the Japanese nuclear leak will lead to policy changes the world nuclear power, nuclear power will slow the development of hydropower, wind power, solar and other new energy sources to provide new growth.
Holdings of major shareholders holding an Dongfang Electric weakness.
After the nuclear accident in Japan, A shares of nuclear power stocks were continuously crash.
Although the day before yesterday, leading a large nuclear power Dongfang Electric's announcement that a major shareholder in Dongfang Electric Corporation on March 15 holdings of shares in the secondary market at a cost of 2,500 million. This does not change the DEC continued to fall yesterday's fate. Yesterday, the stock closed at 28.43, falling 7.60%.
"There is no doubt that in the short term, including nuclear power, including shares of Dongfang Electric will continue to be bearish or suppressed." Datong Securities analyst Cai Wenbin analysis that, although the proportion of Dongfang Electric nuclear power is not large, but the benefit with the previous nuclear policy compared to what turned into a big negative, with the market panic mood for increased nuclear power, the stock of short-term fundamentals difficult to change.
Nevertheless, the State Securities Buy DEC is still given rating. Golden State Securities analysts say wind VS nuclear power / utilities, trade-off. In the "Wind", "water" on the company also has a pivotal position in the industry: companies in the market share of hydropower in the industry first, the market share of wind power on the first three. The status of this industry is entirely possible adverse to nuclear power in the wind power and hydropower make up back.
In addition, the State Securities semi-annual report and three quarterly reports from the situation last year estimated that orders in hand of about 150 billion, of which large numbers of about 40 billion on nuclear power, wind power 9.0 billion, 700 billion thermal power, hydropower 200 billion scale. According to our estimates of sales revenue in 2010, taking 17% tax rate, the current ratio of 3.1 corresponds to sales orders. The next 2 years, revenue and profit growth is completely guaranteed.
"Short-term negative effects need to be further digested." Cai Wenbin analysis.
If these are brief and superficial, caused by leakage of nuclear changes in the pattern of new energy may be reaching a lot. Cai Wenbin analysts say the future of nuclear energy development in the case of restrictions on the future of new energy patterns will change, nuclear power's share will be conventional electric power, hydropower, wind power and solar and other new energy alternatives.
PV industry, or in those who benefit most.
Secondary market, as an alternative to a strong head of new energy trends: the performance is, of eye-catching wind, solar well. Shenzhen, who appears in a private placement, according to the operating line of sector rotation, only lithium concept was missed. The concept of private promising lithium, he reminded the leading concern Desai battery, CITIC Guoan trading opportunities.
According to the Global Wind Energy Council (GWEC) released the latest data, in 2010 the world's new wind power installed capacity of 35.8 million kilowatts.
"According to our simulation, the next ten years, wind power and photovoltaic will increase 11 million kilowatts and 5.5 million -5500 -2750 million kilowatts of the market space."