From the power grid and the total amount of investment on the projection, the 2008 annual electricity transmission and distribution and automation equipment manufacturing Start capacitor industry in the total market capacity will be around 150 billion yuan, industry continued to maintain a high degree economy. Www.
2007 full year total amount of investment in the domestic power supply reached a historical record of 304.15 billion yuan, we expect 2008 power construction investment will remain high, power supply, the total construction investment in 2007 will be similar.
2007 domestic completed 245.14 billion yuan of investment in power grids, According to the plan, 2008 is expected to continue to invest 253.2 billion yuan for the construction of power grids, Start capacitor but the snowstorm in early 2008 led to the State Grid Corporation to strengthen investment in the development of transmission lines, we believe that this 2008 will be made from a few years after the start of the domestic power grid construction investment has been increased. Shake of the money: stratification of Progressive stock
As a general rule, power grid construction investment will be used for 40 percent of equipment purchases; investment in the construction of the power of the entire 8-10% will be used for electricity secondary equipment procurement; reference to our power grid in 2008 the total amount of investment forecast can be losers distribution and secondary equipment market in 2008 the total capacity of around 150 billion yuan. Searching for money to shake
We tendentious believes that the future power transmission equipment and power of automation equipment manufacturing industry development opportunities still exist, in addition to external stimuli, 2008 related companies to improve internal control structure that the market focus.
Reduction of energy-saving policy-oriented compulsory energy-saving products to expand the electricity market space, energy-saving products for electricity and power electronics manufacturing company listed a strongly positive.
Manufacturing amorphous transformer of the biggest bottlenecks - the raw materials amorphous material may scale manufacturing in the second half of 2008 from Aetna technology (market shares bar) (000,969. Sz) achieved a breakthrough, when the domestic transformer manufacturers will quickly formation of amorphous transformer capacity, the situation appeared blossom everywhere.
Development of high voltage and high power inverter domestic capacity progress at lightning speed, at the same time, reactive compensation equipment in all walks of life in the application scope is expanding at an alarming rate, Vivienne Huafu, Rongxin shares (002123. Sz) as representative of the Power Electronics manufacturing industry enterprises will fully enjoy high-speed growth of high-speed growth of its own performance.
Product upgrading and expanding technology transfer and upgrading of the related company growth performance space, we propose concern Nanyang shares (002,212. Sz), the product
Start capacitor structure will be improved in the city led to the expansion of the distribution network in upgrading extend access to new market space Power equipment manufacturers listed companies.
Integration and assets into the industry or will be completely cured within the corporate governance structure of key historical seriousness, in 2008 the company will become a new starting point for development; Kam Here, we focus on recommendations concerned about the direction of integration assets relatively clear of the South, since (stock market bar ) (600268.sh), perhaps 2008 will be creating high-tech plate Huadian Group stage of the rapid development of the first year.