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Forecast analysis of future development of power equipment industry
- Categories:Industry news
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- Time of issue:2018-10-27 09:51
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(Summary description)ThehighestinvestmentratingisJinlong,whichhasbeenrankedfirstfortwoconsecutiveweeks.Thetop20stockindustriesinthecurrentinvestmentratingarescattered,mainlyinthechemical,tapwater,powerequipment,constructi
Forecast analysis of future development of power equipment industry
(Summary description)ThehighestinvestmentratingisJinlong,whichhasbeenrankedfirstfortwoconsecutiveweeks.Thetop20stockindustriesinthecurrentinvestmentratingarescattered,mainlyinthechemical,tapwater,powerequipment,constructi
- Categories:Industry news
- Author:
- Origin:
- Time of issue:2018-10-27 09:51
- Views:
Information
The highest investment rating is Jinlong, which has been ranked first for two consecutive weeks. The top 20 stock industries in the current investment rating are scattered, mainly in the chemical, tap water, power equipment, construction, textiles and apparel industries. Signals from various sources show that the grid investment will change in the first half of the year. In the next few months, the operation of the electrical equipment industry will improve and the performance will gradually improve. A brief analysis of the power equipment industry is now available.
In the fourth quarter, the power equipment industry still faces a high degree of prosperity. First, the demand for electricity continues to improve, and the power structure continues to adjust. Second, the rapid development of new energy sources will increase the investment in power grids. Third, the energy conservation and environmental protection policies are expected to strengthen, bringing equipment demand. . Corporate performance entered the upward channel. The growth rate of revenue slowed in the first half of the year, but the gross profit margin increased. The growth rate of revenue in the second half of the year was better than that in the first half of the year, and will return to high growth in 2010.
The development of new energy has changed from "quantity" to "quality". From the concerns of China Light and Power on the quality problems in the development of wind power, the State Council’s warning on the low-level redundant construction of polysilicon and other industries shows that the development of new energy is more concerned with the improvement of quality, and the attitude of the country in developing new energy will not change in the future, but The support of funds and policies will shift from research to research, and technical strength will determine market share. In the short term, nuclear power is still the core of new energy, and nuclear power equipment manufacturers will have great development opportunities.
The investment in the power grid will accelerate, and the construction of the smart grid will lead the UHV. From January to August, the grid investment was lower than expected, but the sixth national network bidding increased significantly, up 17% year-on-year. For smart grid construction, UHV will go ahead. The "strong" side of the smart grid was divided by TBEA, Tianwei Baobian, Pinggao Electric, etc.; after the State Grid took Xuji Electric and Gaogao Electric into its subsidiaries, the "State Network" became the "smart side" of the smart grid. The biggest winner. Analysts are strongly optimistic about the performance growth expectations due to technology and market monopoly.
Energy conservation and environmental protection are yet to be explored. The energy-saving and environmental protection industry is a weak-cycle industry. The market size is relatively certain. The over-expected growth of performance mainly comes from three aspects: First, the policy-led orders exceed the expected growth; Second, the cost reduction or demand recovery brings the revenue to exceed the expected growth; The monopoly of technology keeps orders growing steadily.
Century Securities said that given the high industry boom in the fourth quarter, the power equipment industry was given a "stronger than the big market" rating. Due to the high overall valuation of power equipment, it is recommended to focus on investment opportunities brought about by low valuation and exceeding expectations: First, new energy equipment manufacturers with core advantages; Second, UHV and smart grid construction, with technology and market Advantageous enterprises; Third, the opportunities brought by the expected growth in performance in the energy conservation and environmental protection industry. In addition, it is also necessary to pay attention to trading investment opportunities brought about by major events such as low-carbon economy, grid investment exceeding expectations and electricity price reform. It is recommended to pay attention to TBEA, Rongxin, Huaguang, and pay due attention to Guodian NARI, Xuji Electric and Dongfang Electric.
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