The next decade, is the golden age of technical energy. Energy and energy conservation, energy saving, energy saving and transportation, electricity, iron and steel, nonferrous metals, petroleum and petrochemical, chemical, building materials and other key industries of advanced application of technological transformation and so on. GF Securities research will be summarized into three key areas: industrial, construction and mechanical and electrical fields. Special Electric Motors energy saving is a key part of industrial energy saving.
"Energy Conservation and Environmental Protection Industry Development Plan" three rounds of consultation procedures have been completed, the year is expected to introduce. It is expected that China's environmental protection investment will reach 3.1 trillion during the 12th Five-Year Plan period, which is 121% higher than the investment of 1.54 trillion yuan during the 11th Five-Year Plan period.
China's various types of electrical power consumption of China's total industrial power consumption of 60% to 70%, so the great prospects for energy-saving Special Electric Motors. However, the field of energy-saving Special Electric Motors competition in many technical energy-saving industries in the most intense and cruel.
According to the Great Wall Securities research shows that the current major energy-saving sub-sectors and listed companies, including power plant air-cooled technology, power plant secondary equipment, carbon capture and storage, inverter, energy-saving transformers, efficient Special Electric Motors, electronic power and components Multiple sub-sectors.
One of the inverter market prospects worthy of attention. Shanxi Securities research pointed out that the potential market of high-voltage inverter up to 60 billion yuan.
The inverter, there are a number of listed companies, first of all in the huge demand for high-voltage inverter market, with Kang Kang frequency, Rongxin shares, Zhiguang Electric and Kim from the sky.
And some companies are in the form of industrial chain to eat, including Jiuzhou Electric, power sources are all high, medium and low voltage full range of frequency converter; In addition, Ke Lu Electronics also in this area a share, with high, In the low-voltage inverter, but the inverter revenue accounted for a small proportion of operating income.