Electrical equipment concept stock market analysis of electrical equipment concept stock summary
In terms of subdivision, the wind power and the photovoltaic industry benefited from the boom, and the full-year results are still worth looking forward to. In the 13th five-year plan, the average annual new demand for pv is expected to reach 20-30gw, maintaining high growth rate, according to industry analysts. In terms of wind power, the energy bureau approved the fifth batch of wind power projects with a record of 34GW, and the installed target is expected to rise to more than 250 million kilowatts by 2020. The corresponding average annual demand of the 13th five-year plan is 30 million kilowatts. For this year, the number of wind power tenders in the first three quarters reached 24.1 GW, a year-on-year increase of nearly 70%, and the total probability of the year is expected to reach 30GW, and the subsequent installation will be significantly improved. In the first three quarters of new interconnection capacity of 9.9 GW, accumulative total wind power grid installed capacity of 139 gigawatts (GW), is expected this year in new wind power installed capacity of about 22 to 25 GW 2018 price cut will stimulate the wind small rob, thereby giving impetus to the increase of wind power equipment shipments.
In the two segments of market focus, we can focus on the companies whose performance growth is determined. In terms of wind power, Pacific securities analyst zhang xue pointed out that due to the lower electricity price, there will be another wave of wind power grabs in 2017, which is good for wind power equipment industry. Wind power heating will be added to the neighborhood, and the future will decrease in wind power, which is good for wind power industry. It is suggested that investors should lay out the wind power in advance and continue to recommend jinfeng technology and tianshun wind power.
In the photovoltaic industry opportunity, shanxi securities analyst liu xiaoyong pointed out that the rush to install the boom, the first half of the pv industry revenue growth. The newly released national pv policy will promote the benign and sustainable development of the photovoltaic industry and solve the "abandoned light" phenomenon in the key areas of photovoltaic power generation. Investors can focus on jing express, jinggong science and technology, crystal sheng electromechanical, solar energy, yabate, and technology, etc.
Potential stock selection
Tianshun wind (002531) net profit increased 40-80 per cent year-on-year
The company's overseas orders are abundant, the gross profit margin and market share are steadily improving, and the company expects its net profit to increase 40-80% year-on-year in the first three quarters. Chen Zikun wide hair negotiable securities analyst pointed out that the company has a leading brand in the global wind power industry advantage and competitive advantage, the main customers for GE, goldwind, cwe, longyuan power and wind power of the world's large wind power machine manufacturers such as the owner. The company grasps the development trend of low wind speed and large land wind tower and offshore wind tower, and promotes the high-end large wind tower in the middle of the year. The rate of wind tower in the first half of the year increased by 10% to 35% year-on-year. Actively expand the wind tower is mainly at the same time, companies around the energy conservation and environmental protection, new materials, high-end manufacturing and emerging industries such as financial services sustained investment layout, has completed more than foreign investment projects.