Smart grid sparks funding

After nearly two years of pilot construction, the smart grid started in 2011 will formally enter the construction phase, which also means that this year will be the first year of the development of the smart grid industry. From the past experience of the A-share market, the new hot plate will inevitably lead to chasing the main funds. On the afternoon of Friday, the reporter and several analysts launched a "high talk" on the investment opportunities of the smart grid in the market.

Host: Reporter Gao Zhiyuan

Guests:

Jiangxi University of Finance Associate Professor Li Simin

Guosheng Securities analyst Cheng Rongqing

AVIC analyst Qiu Chen

CITIC analyst Jian Wei

GF Securities Analyst Wen Yu

Huaxun Investment Analyst Chen Xiaohui

Will the smart grid set off a new upsurge?

Reporter: In the eyes of most readers, the meaning of "smart grid" is still rather vague. What does he mean? Will a new round of climax be set in the stock market?

Li Simin: In addition to real-time monitoring of the operating status of equipment and two-way interactive intelligent data transmission and data integration, it is even more critical that smart grids can connect new types of energy sources to the power grid. Smart grid construction means a profound power technology. revolution.

Smart grid construction will gradually change the over-reliance of the power industry on traditional coal resources, and it will have huge imagination and market space for related equipment manufacturing, access, and other technical products, and will inevitably be concerned by many funds.

Cheng Rongqing: It can be predicted that with the smart grid in 2011 will formally enter the construction phase, it also means that the market is expected to carry out in-depth mining and operation of the smart grid sector.

Qiu Chen: The State Council decided to implement a new round of upgrading and upgrading of rural power grids, and proposed that during the “12th Five-Year Plan” period, the country’s rural power grids should be generally transformed. From the perspective of policy guidance, the development of the industry faces major opportunities.

Weibin: From a fundamental perspective, the smart grid has entered a phase of comprehensive construction. There will be an explosive growth in intelligent new construction and renovation projects. The industry segmentation market faces very good industry opportunities, and the demand for some key equipment is promising.

Wen Yu: It is estimated that by 2020, the cost of conventional grid investment and UHV power grid construction will be close to 4 trillion yuan, while the total expected smart grid investment will be around 1 trillion yuan. Therefore, the smart grid may become a new round of investment hotspots.

Xiaohui Chen: The smart grid has become one of the important industries in China for implementing energy development strategies, grasping global industrial adjustment opportunities, and seizing a new round of development commanding heights. Starting in 2011, China's power grid construction investment will enter a period of rapid growth, and the long-term development potential of the primary equipment sub-sector and secondary equipment sub-sector will be huge, which may become a catalyst for the rise of the power equipment sector.

Which kinds of stocks have investment value

Reporter: As a long-term investment product, what other types of related stocks in the segmentation industry have investment value?

Li Simin: The smart grid construction involves listed companies that produce transformers, cables, digital switches, smart meters, grid monitoring software, and other related spare parts. These leading companies have long-term investment value.

Cheng Rongqing: From the current and future development perspectives, the smart grid investment opportunities, first of all reflected in the transmission link UHV and HVDC transmission and other related companies, can basically belong to the category of smart grid, related listed companies including Tianweibao Change, TBEA, Pinggao Electric, XJ Electric etc. In addition, Guodian Nanrui, Guodian South, Confidence Electric, Zhiguang Electric, Hyde Control, Dongyuan Electric, Aotexun etc. are worthy of attention.

Qiu Chen: The recent active stocks in the smart grid sector include Pinggao Electric, Northeast Electric, XJ Electric, Dongyuan Electric, TRT, TBEA, and Confidence Electric.

Wei Bin: First, optimistic about the leading technology suppliers in the UHV field, in turn recommend: China Xidian, TBEA, Pinggao Electric, Rongxin shares, Tianwei change; Second, smart meters will become the largest investment in the grid Winner. Can focus on Hekang frequency conversion, Beijing Career, Guodian Nanzi, Siyuan Electric, Zhiguang Electric, Haide Control, Aotexun and other stocks; Third, focus on the production of high-voltage general-purpose inverter frequency conversion.

Wenyu: Listed companies such as TBEA, XJ Electric, Pinggao Electric, Rongxin Stock, Credit Electric, Antai Technology, Siyuan Electric and other related to smart grid construction may benefit from it.

Chen Xiaohui: It is recommended that investors should grasp the following three main investment lines: First, with the full launch of domestic UHV projects, it is recommended to pay attention to Pinggao Electric, which has obviously benefited from it; Second, the new round of rural power grid reconstruction projects will benefit companies with good transmission equipment. Drive investment in the distribution equipment area below 110KV, suggesting attention to Changyuan Group, Beijing Career, and Huayi Electric; etc.; pay close attention to providing primary and secondary power that can provide power transmission, power transformation, power distribution, and power supply links. Listed companies with equipment integration and complete solutions, such as XJ Electric.