Recently A share market remain low. Brokers think that today's energy conservation and environmental protection concept for the from all walks of life more and more attention and related policy is expected to give related sectors bring materiality benefit. Especially in generating electricity in related fields, with the recent get many policy support, investors can proper attention.
Policy with the power efficient motor
Motor is China's largest power consumption equipment, however, because at present our country with more than 95% are ordinary electrical motor, the average only about 85% of energy efficiency, glue gun is far less than the western developed countries, so donghai securities valued efficient motor development prospects.
The report released by the brokers say:
The Chinese government in Copenhagen meeting eve to the commitment: to 2020, China's energy consumption per unit of GDP and carbon dioxide emissions dropped by 40% compared with 2005-45%. glue stick "1025" planning clearly put: "1025" period, China's energy consumption per unit of GDP and carbon dioxide emissions decrease by 16% and 17% respectively. According to preliminary estimates, if China is using the common motor change entirely for efficient motor, it can save electricity every year about 600-100 billion kilowatt-hours; In other conditions under a constant, can make whole society two percent lower power consumption in China, which makes China's total energy consumption and energy consumption per unit of GDP fell one percent.
In energy conservation and emission reduction in a difficult task of the policy background, efficient motor brought about by the energy saving effects cannot small gaze. At the same time, and other energy conservation and emission reduction policies (such as mandatory closing), compared to promote efficient motor not only not negative effects to the real economy, but can rise to save the production cost, improve profit space benign effect. We think to promote efficient motor is China's energy conservation and emission reduction in the inevitable choice of policy, also is the enterprise control cost and improve the actual demand of the profits.
Although there are some efficient motor promotion real difficulties, such as disposable invest more, part of the implementation of policy effect lower than expected, but its policy and not so relaxed, it is more and more big push strength.
We analyzed that, in high efficient motor promotion effect is not very good, a country policy implementation will is more and more strong, push strength is more and more big, the shows that policy is very firm determination. Can expect "1025" during countries will in high efficient motor promotion policy for the strength, in order to realize the "1025" energy saving emission reduction plan "made clear goals.
We think, motor efficiency, process does not give the whole industry has brought much additional interest, but only in the industry of internal motor and efficient motor common interests between redistribution. The interests of the industry to tilt the balance will efficient motor, related enterprise development will also emerge in the process in the polarization efficient motor advantage, the better the enterprise the strong, efficient motor disadvantage enterprise the weak the weak.
Three kinds of enterprise from efficient motor will benefit more in promotion, suggested that focus on.
The first kind is efficient motor leading enterprises, such as hunan electric shares at the wolong, electrical, etc. This kind of enterprise in the industry leader, has scale, technology, market multiple advantages, is efficient motor promotion of business enterprise of benchmarking, will be in high efficient motor promotion gradually expand the market share; The second is the production of nd-fe-b materials enterprise, such as zhongke three-ring, ningbo rhyme up, etc. Permanent magnet motor nd-fe-b is high efficiency important raw materials, high efficient motor output of the rapid growth of the will bring the huge demand nd-fe-b materials; The third category is for efficient motor stator core production upstream of the enterprise, good dynamic is stator core industry leading, is also the industry only a listed company, its degree will benefit from higher than the industry average.
Energy saving transformer to benefit
Power generation enterprise may gains more. Especially has the national development and reform commission website the grid enterprises implementing power demand side management goal responsibility assessment program (try out) ", request power grid enterprise give full play to its own advantages, the comprehensive DSM work, and will power saving index completion status and power demand side management work in grid company annual assessment indexes into, this more to power generation enterprise to bring the substantial good policy.