The plate fell an average of 5.62% this week, and the subdivision plate fell across the board, with the decline deeper than last week. This week, the trend in the broader market was clearly different. Under the circumstances of the financial sector, the decline in other sectors deepened. The trend of the power equipment industry is still relatively weak. It fell 5.62% this week and ranked midstream and downstream in all industry sectors. In terms of the molecular industry, the subdivisions have fallen by more than 3.5%, which has deepened from last week. This week saw a large drop in other power equipment, secondary equipment, and photovoltaics, which fell by 9.76%, 8.69%, and 7.48%, respectively. The top five gainers were Oriental Tower, Seven Star Electronics, State Power Nanrui, Kaidi Power and Tianma Stock. The top five stocks dropped were Great Wall, Baoguang, Jiangte Motor, Huaguang and Xuji Electric.
At the industry level, the State Grid announced the investment plan, the China Wind Power Tower double counter investigation, Taiwan photovoltaic companies brewing price increases, wind power installed capacity of 20 million kilowatts. The State Grid held two meetings to announce the 2012 investment plan. The total investment in fixed assets was 336.2 billion yuan, and the power grid investment was 309.7 billion yuan, an increase of 2.58% over the same period of last year. It also stressed the importance of obtaining U.S. The U.S. Wind Tower Alliance has applied to the U.S. Department of Commerce and the U.S. International Trade Commission for the initiation of an anti-dumping and anti-subsidy merger investigation on application-level wind tower products exported from China and Vietnam. The U.S. Department of Commerce is expected to decide on January 18 Accept the application. Some Taiwanese wafer factories recently informed customers that they would increase their prices after the Lunar New Year. However, due to the high price sensitivity of the client, those who intend to increase prices are still actively negotiating with customers. The wind power association tea party announced that the new wind power installed capacity reached 20 million kilowatts in 2011, and Huarui, Goldwind and United Power ranked the top three with 370, 360, and 3 million kilowatts, respectively.
At the company level, announcements from companies such as Nandu Power, Wanma Cable, and Tianshun Wind Energy are worthy of attention. Nandu Power’s wholly-owned subsidiary Nandu Power’s “1000MWh Annual Energy Storage Battery Energy Project†received a central budget investment subsidy of RMB 33.82 million. Mr. Pan Shuimiao, chairman of Wanma Cable, requested to resign from the position of chairman and director of the company due to personal reasons. Tianshun Wind Energy received the relevant questionnaire from the US International Trade Commission to initiate an anti-dumping and countervailing investigation on China Wind Tower. In addition, actual controllers or parties acting in concert with companies such as Jiangte Motor, Zhongli Science and Technology, Baili Electric, Kelu Electronics, and Polytechnic Monitoring have increased their shares in the company.
Investment advice and strategies. In 2012, the growth of grid investment was limited, and in 2011, the grid investment exceeded expectations, and structural opportunities remained for the power equipment as a whole. The abundant orders for secondary equipment is the sector that determines the growth of performance. At the same time, we expect the speed of smart grid construction to be the most promising sector. The distribution network equipment has entered a period of rapid growth. The industry is booming and its performance continues to exceed expectations. The overall equipment remains cautious, and it is recommended to focus on the turning point company. In respect of power generation equipment, we are optimistic about the restoration of nuclear power and the restart of hydropower, while the photovoltaic and wind power sectors continue to be cautious.
At the industry level, the State Grid announced the investment plan, the China Wind Power Tower double counter investigation, Taiwan photovoltaic companies brewing price increases, wind power installed capacity of 20 million kilowatts. The State Grid held two meetings to announce the 2012 investment plan. The total investment in fixed assets was 336.2 billion yuan, and the power grid investment was 309.7 billion yuan, an increase of 2.58% over the same period of last year. It also stressed the importance of obtaining U.S. The U.S. Wind Tower Alliance has applied to the U.S. Department of Commerce and the U.S. International Trade Commission for the initiation of an anti-dumping and anti-subsidy merger investigation on application-level wind tower products exported from China and Vietnam. The U.S. Department of Commerce is expected to decide on January 18 Accept the application. Some Taiwanese wafer factories recently informed customers that they would increase their prices after the Lunar New Year. However, due to the high price sensitivity of the client, those who intend to increase prices are still actively negotiating with customers. The wind power association tea party announced that the new wind power installed capacity reached 20 million kilowatts in 2011, and Huarui, Goldwind and United Power ranked the top three with 370, 360, and 3 million kilowatts, respectively.
At the company level, announcements from companies such as Nandu Power, Wanma Cable, and Tianshun Wind Energy are worthy of attention. Nandu Power’s wholly-owned subsidiary Nandu Power’s “1000MWh Annual Energy Storage Battery Energy Project†received a central budget investment subsidy of RMB 33.82 million. Mr. Pan Shuimiao, chairman of Wanma Cable, requested to resign from the position of chairman and director of the company due to personal reasons. Tianshun Wind Energy received the relevant questionnaire from the US International Trade Commission to initiate an anti-dumping and countervailing investigation on China Wind Tower. In addition, actual controllers or parties acting in concert with companies such as Jiangte Motor, Zhongli Science and Technology, Baili Electric, Kelu Electronics, and Polytechnic Monitoring have increased their shares in the company.
Investment advice and strategies. In 2012, the growth of grid investment was limited, and in 2011, the grid investment exceeded expectations, and structural opportunities remained for the power equipment as a whole. The abundant orders for secondary equipment is the sector that determines the growth of performance. At the same time, we expect the speed of smart grid construction to be the most promising sector. The distribution network equipment has entered a period of rapid growth. The industry is booming and its performance continues to exceed expectations. The overall equipment remains cautious, and it is recommended to focus on the turning point company. In respect of power generation equipment, we are optimistic about the restoration of nuclear power and the restart of hydropower, while the photovoltaic and wind power sectors continue to be cautious.
Dongguan Guancheng Precision Plastic Manufacturing Co., Ltd. , http://www.dpowerchargers.com