Pv And Other Industries Will Benefit From Nuclear Power Carbon-intensive Introduction To The Policy

12 7 12 18, 192 state leaders will be held in the Danish capital Copenhagen

climate change conference in two weeks, we expect the framework of global agreements on emission reduction is expected at this meeting reached.

Better if Copenhagen to reach the emission reduction agreement, the low carbon economy, the rise of the industrial chain in the world.

We like the low carbon economy, the nuclear power industry chain, solar, smart grid, new Energy Power Car , IGCC (integrated gasification combined cycle power generation system).

Operation of nuclear power are the most stable and most profitable new energy and potential. China's current installed capacity of 9.06 million kilowatts of nuclear power is expected to run China's nuclear power installed capacity by 2020 will reach 70 million kilowatts, the construction of 30 million kilowatts, an increase of about 10 to 10 times.

Nuclear power industry makes high barriers related companies can fully enjoy the benefits industry. We are bullish on large-scale nuclear power equipment manufacturers and sub-sub-sectors leading nuclear power companies, such as the East Electric (600,875), land and sea Heavy Industries (002255), China Nuclear Science and Technology (000777), Industry Co. Ltd. (600456).

The photovoltaic industry, the current recovery is in the bottom stage, the local market launch will be a key factor in its development.

Contrast, we have promising optoelectronic integrated industry chain Tianwei change security (600 550) and Space Electrical (600 151), and sub-sub-sectors have the first advantage of Jin Jing Science and Technology (600586), Jiangsu Guotai (002 091 ) and Shanshangufen (600 884).

Smart grid, the investment should pay attention to rhythm. Smart grid, including power generation, substation, transmission, distribution, consumption of five areas, we believe that special High pressure , Flexible transmission, digital Transformer substation , Smart meters will be the first to benefit four areas of smart grid investments.

Concern listed companies including TBEA (600 089), Hidenobu shares (002,123), NARI (600 406), Long Park Group (600 525), Section Lu Electronic (002 121).

New energy electric vehicle, the Government will spare no effort to promote the new energy electric vehicle development, will focus on the future policy of consumer subsidies and the promotion of key technologies.

New energy automotive industry chain, including mineral resources, battery materials, components and modules. Concern mining companies, including Tibet (000 762), Fosugufen (000 973), Section power far (600 478), Shanghai Automotive (600 104), Yutong Bus (600 066).

IGCC is the most promising clean coal power generation technology. IGCC in cycle efficiency, recycling, carbon emission reduction, water conservation and so obvious advantages, the most likely to become the mainstream of clean coal power generation technology. Major equipment, including IGCC gasifier, air separation furnace, gas purification equipment, waste heat boilers, turbines, etc.. Related listed companies Dongfang Electric, Shanghai Electric (601 727), land and sea Heavy Industries, Kodak Electrical (600 499), Wah Kwong shares (600,475), Tin Section shares (600,378).

Concern is that if China Copenhagen show a higher profile, then the first half of next year, new energy, energy conservation policy of intensive release is expected. These policies will have a positive fundamentals of listed companies related to stimulation, valuation levels are expected to increase.

Investment in low carbon economy, perhaps now is the sowing date. (Editor's Note: Chinese Premier Wen Jiabao chaired a State Council on the 25th executive meeting, set a 2020 action to control greenhouse gas emissions targets, and corresponding policy measures and actions, such as strengthening energy conservation, energy efficiency, clean coal, can be renewable energy, advanced nuclear power, carbon capture and storage and other use of low-carbon and zero carbon technology R & D and industrial inputs.

by: gaga

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