The next decade is the golden Age of technological energy conservation. Technical energy-saving covers a wide range, including waste heat utilization, energy-saving lighting, energy-saving transportation and power, steel, nonferrous, petrochemical, chemical, building materials and other key traditional industries, such as the advanced application of technical transformation. The research of wide-range securities is summed up in three key areas: industrial, construction and electromechanical. Special Electric Motors Energy saving is the key to industrial power saving.
"Energy-saving environmental Protection industry Development Plan" The process has been completed all the rounds, the year is expected to be introduced. China's investment in environmental protection is expected to reach 3.1 trillion over the 35 period, up 121% from 1.54 trillion of the 25 period.
All kinds of Special Electric Motors power consumption in China account for the $number of industrial total power consumption, so the prospect of motor energy saving is huge. However, the competition in the field of motor energy conservation has been the most intense and brutal in many technology-saving industries.
According to the Great Wall securities research shows that the current Special Electric Motors energy-saving major industries and a wide range of listed companies, including power station air cooling technology, power plant two times equipment, carbon capture and storage, inverter, energy-saving transformers, high efficiency Special Electric Motors, electronic power and components, and many other sub industries.
The market prospect of inverter is worth paying attention to. The research of Shanxi securities indicates that the potential market of high voltage inverter is up to 60 billion yuan.
and inverter, has a number of listed companies, first of all in the demand for the high voltage inverter market, has a combined Kang frequency, rongxin shares, intelligent light electric and gold from the sky.
And some companies are in the form of industrial chain-taking, including Jiuzhou Electric, power source has a full range of high, medium and low voltage inverter; In addition, the Division of land Electronics in this area, with a high, medium and low voltage inverter, but the frequency converter revenue accounted for a small proportion of operating income.
We are more optimistic about Jiuzhou electric and hop-and-kang frequency, the former has a full range of high, medium and low voltage inverter, 2009 inverter revenue 183 million, accounting for the proportion of the main business income of 48.59%, the latter is the industry leader and standard-setting, with 6kV and 10kV General high-voltage inverter, vector control high-voltage inverter, synchronous machine high-voltage inverter. A broker's electrical industry analyst pointed out to reporters.
But the high efficiency Special Electric Motors has the infinite possibility because of its preferential policy particularity. The study of state-credit securities shows that because the cost of high efficiency motor is higher than that of traditional motor, the financial subsidy will reduce the gap between them, so it will greatly improve the market share of high-efficiency motor.
And the high efficiency of the Special Electric Motors, gathered in Wolong Electric, shield environment, the extension state shares, Levin Lok Automation, such as several major faucets.
This industry has to pay attention to prominent technical advantages of the leading companies, such as Wolong Electric is the differential Special Electric Motors industry leader, with servo control and inverter drive technology, synchronous Permanent magnet motor technology, High voltage class traction Transformer manufacturing technology, linear Special Electric Motors long stator and winding technology and other high-end technology. Among them, its high-power high voltage inverter has realized the batch production. But Wolong Electric is planning to develop high-capacity lithium-ion battery projects, which could pose risks, said the electrical industry analyst.
However, the competition in the field of Special Electric Motors energy conservation has been the most intense and brutal in many technology-saving industries.