2016-01-31
First, nuclear power to the sea, recommended the Eastern Electric, China's nuclear power. Second, the new energy automotive industry, it is recommended that concern the KSTAR, constant electrical, tgood, synthetic Kang frequency, Wei Li billion, when the rise of science and technology. Third, the global energy Internet, recommended attention Nari, Sifang, Jingwei electric wire, Xu Ji electric, high level of shares.
Industry dynamics
Nuclear power: high level actively promote, nuclear power is expected to continue to sea landing
Recently, the General Secretary Xi visited the Middle East countries, nuclear power to the sea to get progress. China Nuclear Industry Construction Group Corporation and the Saudi nuclear and renewable energy city signed a "memorandum of understanding on cooperation in the project of high temperature gas cooled reactor. CNNC and Egypt are actively negotiating with Hualong one technology in the construction of nuclear power plants in egypt. During 13th Five-Year, Chinese year is expected to create 6 to 8 nuclear power plants, nuclear power installed production compound annual growth rate of approximately 25%. From the leadership to promote the point of view, in addition to the exon a of Hualong cap1400 and possess the features of the fourth generation nuclear power for high temperature gas cooled reactor technology is also key direction of nuclear power to the sea. In the exemplary role of domestic and Asian investment bank financial support, is expected to lead to extended to Saudi Arabia, Egypt and Thailand, Romania and other countries along the Belt and Road Initiative ". Recommendations focus on nuclear power operators and equipment suppliers, Dongfang Electric Chinese nuclear power, Dalian international, wal nuclear material.
The Ministry of Finance: charging facilities during 13th Five-Year to continue to subsidize new energy vehicles to promote the application of verification, to upgrade the industry level
Recently, Ministry of Finance and other ministries issued "on the" 45 "new energy vehicle charging infrastructure reward policy and strengthen the promotion and application of new energy vehicles notice" and "on the development of new energy vehicles to promote the application of the verification work notice". We are optimistic about the continuing policy under the catalysis of charging pile and new energy automobile key components of the development of the industry, suggested to pay more attention to the charging pile manufacture operation enterprise quality KSTAR, constant electrical, tgood, new energy automotive systems integration and operating lease business synthetic Kang frequency, power battery rookie Yi Wei Li, cathode materials and domestic leading enterprises when the rise of science and technology.
China: from two channels of technology and finance to promote the construction of the global energy Internet
January 21st, the global energy Internet investment and financing seminar held in Hongkong. Chairman Liu Zhenya delivered a keynote speech entitled to open up new areas of financial development, to promote the development of global energy Internet innovation. Earlier, the International Electrical Commission (IEC) global energy Internet White Paper on the first meeting of the special working group held in Beijing. We believe that the recent country network execs positive from the two dimensions of financial technology and overseas to promote global energy Internet, is continuation of 15 years of work direction to the country "going out" strategy actively response, is the concrete implementation of the objectives for the period of 45. Global energy strategy of Internet wide prospect and blueprint for HTC has been affirmed the national level, and special high-voltage power grid is a necessary part of global energy of the Internet. Recommendations concern the country's network of special high-voltage equipment manufacturing enterprises Nari, flat high electric, XJ electric, UHV DC 12 main equipment and secondary equipment suppliers Sifang, UHV electromagnetic high-end line, reactor Xiaoshi value supplier Jingwei electric wire.
