Electrical Equipment: Strong Market Demand Recommended Three Stocks
This report reviews the national power construction investment in 2007, as well as power generation capacity and power and rapid growth. We believe that the overall trend of the power equipment industry continues to improve, the current stock market decline will not affect the non-rational and healthy development of the industry fundamentals. We like the growth of clear, fast development of power transmission in the GIS industry, high-voltage switch and the amorphous alloy transformers. New installed capacity of power generation equipment to maintain
growth. The end of 2007, the national power generation capacity reached 713.29 million kilowatts, up 14.36%. Among them, the water reached 145.26 million kilowatts, accounting for 20.36% of total capacity, up 11.49%; thermal power reached 554.42 million kilowatts, accounting for a total capacity of 77.73 percent, up by 14.59%; 2008, 1-2 months, the country building new power production capacity of (officially put into operation) 7,194,500 kilowatts. Hydropower 913,300 kilowatts of which, 5.9215 million kilowatts thermal power, wind power 335,700 kilowatts. As hydro and wind power installed capacity of the acceleration of growth, we expect the growth rate of installed power generation capacity in 2008 will exceed 15%. Increase in the investment
National Grid, 2008, efforts to strengthen the construction of rural power grids. 2007, new 220 kV and above transmission line length of 41,500 km loop, new 220 kV and above 188 480 000 KVA substation equipment capacity. 1-2 months of 2008 new 220-kilovolt power grid construction and above power transmission capacity of 13.68 million KVA, line length of 1110 km. In rural areas the snow disaster in a large area of the break, down tower case that the upgrading of rural grass-roots network is imminent. National Rural Power Grid Corporation in 2008 for this year’s conference focused on the objectives of agricultural power, proposed to further implement the “three new” rural power development strategy, vigorously promote the standardization of agricultural power and comprehensive promotion of rural power management to a new level.
Electrical equipment companies the ability to meet the impact of rising raw material prices. The main raw materials for the electrical equipment of copper, aluminum, silicon steel and special steel products imported from abroad. To maintain a stable gross margin, reasonable arrangements for the production of enterprises, production and raw material procurement plan, on the other hand to lower the cost to transfer.
Investment strategy: We believe that transmission and distribution industry in the “Eleventh Five-Year” period of growth is more uncertain. In the power transmission industry, he alleged that GIS high-voltage switch and the strongest growth in energy-saving products. In the company’s choice, we are optimistic about ready to mass production and 256kVGIS 126kV electrical switch and Gabriel Siyuan Electric, and the monopoly of production of amorphous alloy transformer electrical confidence.
1, power generation capacity to maintain growth momentum
As China’s economic development and growing electricity consumption in urban and rural areas, China’s continued growth in electricity consumption in the whole society. 2007 Electricity Consumption Breakthrough 3.2 trillion kwh, up 14.42%. January-February 2008 amounted to 523.9 billion kwh electricity the entire society, an increase of 11.93%. China’s power generation capacity growth
Electricity consumption in the whole society’s growing lead, continue to strengthen our investment in power construction. Completed a total power of 2007 China invested 549.29 billion yuan capital, of which 304.15 billion yuan investment in power construction, power grid construction investment 245.14 billion yuan. 2007 National Infrastructure new generation capacity 100.09 million kilowatts, of which hydropower 13.065 million kilowatts, 81.5835 million kilowatts thermal power, wind power 2,961,700 kilowatts.
The end of 2007, the national power generation capacity reached 713.29 million kilowatts, up 14.36%. Among them, the water reached 145.26 million kilowatts, accounting for 20.36% of total capacity, up 11.49 percent; thermal power reached 554.42 million kilowatts, accounting for a total capacity of 77.73 percent, up by 14.59%; 2008, 1-2 months, the country building new power capacity
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