The industry has undergone major adjustments. The most pessimistic time has passed. In the first three quarters, the overall decline in the electrical equipment sector reached 31.1%, ranking the first in all sectors. A substantial adjustment reflects the expected slowdown in grid investment growth. However, we have found that if we look at the situation in the third quarter alone, the decline has shown signs of relative ease, and it is at a moderate level. We believe that with the investment acceleration of UHV and smart grids, the fourth quarter will be a better time for layout.
The UHV was put back on the agenda. The leading indicators indicated that the inflection point of the equipment was approaching. At present, the progress of UHV DC is relatively smooth. Although the exchange is still controversial, with the approval of the Huainan-Shanghai project by the Development and Reform Commission at the end of September, UHV exchanges will enter a rapid start-up phase. The increase in the price of primary equipment and the fall in the prices of raw materials indicate that the worst period is about to pass and it is recommended to pay attention to the leading company TBEA. With the large-scale construction of affordable housing and rural power grids, Zhengtai Electric Appliance Co., Ltd., which is the leading supplier of low-voltage electrical appliances, will benefit.
Smart grid investment will be fully accelerated, with the largest proportion of user-side investment. The State Grid's Twelfth Five-Year Plan will invest 286.12 billion yuan in the field of intelligence. The transformation, distribution and use of electricity will benefit most from the three links, but the value of the substation-related companies will be relatively high. The "intelligent" transformation of electricity consumption is the largest investment, and the promotion conditions are the most mature in the five major links of the power grid. The sub-industry leader related to the grid-side power-side information collection system will benefit. It is recommended that Xinlian Electronics and the smart grid information acquisition system Smart meters, collectors, concentrators and other products will drive the demand for upstream power line carrier communication chips. It is recommended to pay attention to Neusoft carriers.
The main source of power equipment is new energy, and the adjustment period focuses on defense. Japan’s nuclear power accidents have made nuclear power safety a top priority. Attention can be drawn to potential third-generation nuclear power equipment manufacturing companies that have the potential to complete import substitution: Self-insurance shares, China National Nuclear Technology, and Shanghai Electric. The sharp drop in price of wind turbines will benefit Yinxing Energy, a wind farm company. Frequent grid disconnection incidents suggest good opportunities for wind power access equipment. Rongxin shares are recommended. In the phased adjustment of the photovoltaic industry, it is recommended to temporarily select some defensive varieties of imported auxiliary materials and inverters: Dongfang Electric, Yamtun, and Sun Power.
The UHV was put back on the agenda. The leading indicators indicated that the inflection point of the equipment was approaching. At present, the progress of UHV DC is relatively smooth. Although the exchange is still controversial, with the approval of the Huainan-Shanghai project by the Development and Reform Commission at the end of September, UHV exchanges will enter a rapid start-up phase. The increase in the price of primary equipment and the fall in the prices of raw materials indicate that the worst period is about to pass and it is recommended to pay attention to the leading company TBEA. With the large-scale construction of affordable housing and rural power grids, Zhengtai Electric Appliance Co., Ltd., which is the leading supplier of low-voltage electrical appliances, will benefit.
Smart grid investment will be fully accelerated, with the largest proportion of user-side investment. The State Grid's Twelfth Five-Year Plan will invest 286.12 billion yuan in the field of intelligence. The transformation, distribution and use of electricity will benefit most from the three links, but the value of the substation-related companies will be relatively high. The "intelligent" transformation of electricity consumption is the largest investment, and the promotion conditions are the most mature in the five major links of the power grid. The sub-industry leader related to the grid-side power-side information collection system will benefit. It is recommended that Xinlian Electronics and the smart grid information acquisition system Smart meters, collectors, concentrators and other products will drive the demand for upstream power line carrier communication chips. It is recommended to pay attention to Neusoft carriers.
The main source of power equipment is new energy, and the adjustment period focuses on defense. Japan’s nuclear power accidents have made nuclear power safety a top priority. Attention can be drawn to potential third-generation nuclear power equipment manufacturing companies that have the potential to complete import substitution: Self-insurance shares, China National Nuclear Technology, and Shanghai Electric. The sharp drop in price of wind turbines will benefit Yinxing Energy, a wind farm company. Frequent grid disconnection incidents suggest good opportunities for wind power access equipment. Rongxin shares are recommended. In the phased adjustment of the photovoltaic industry, it is recommended to temporarily select some defensive varieties of imported auxiliary materials and inverters: Dongfang Electric, Yamtun, and Sun Power.
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