2011年1月24日星期一

[Reprint] smart grid stocks _sxolp

Original address: smart grid stocks author: Chief investment opportunities for investors how to hold the smart grid? first, ultra high voltage transmission links, as well as DC transmission, basically belongs to the category of smart grid, relevant listed companies including tianwei change, tebian electric, ping high electrical, xuji electric, etc.����In addition, in the field of digital substation, and relay to maintain greater advantages of electro-nanrui, South is also cause for concern. Finally, urban renovation and smart grid transmission and distribution networks of relevancy is not high, but its purpose is to optimize the power grid, also a concern. According to the national grid, China Southern power grid after the rise of investment planning, future 2-3, national grid, China Southern power grid for the reconstruction of city power grid investment amount up to $ 300 billion, $ 60 billion. 09-10, urban network improvement investment compound growth rate of 37%. listed companies including confidence control of electrical, zhiguang electric, Hyde, dongyuan electrical appliances, otter express and so on. Super stocks: Bao-Sheng shares [18.3510.01%] (600,973): artificial solar project is scheduled for procurement in China superconducting cables 1.1 billion yuan, Bao-Sheng is the most powerful competitors. Arts shares [14.411.91%] (600,770): the current Super stocks become a well deserved long headed market leader. Open Arts superconducting technology company in cooperation with Tsinghua University, HTS filter system with independent intellectual property rights have been successfully developed, has now entered a period of harvesting, at the same time, and the Korea company to form joint ventures, a new thin-film solar cell production lines, new theme very prominent sources of energy. New wave industries [5.627.25%] (600,777): majority-owned subsidiaries of Yantai xinmou cable Ltd is mainly engaged in "xinmou brand" broadband network cable and coaxial cable CATV high pHelp Desk Tracking Softwarehysical foaming products research and development, and production and management, Department of Shandong province high-tech enterprises and foreign-invested enterprise with advanced technology. Currently costs just $ 3 in his early thirties trendy stock share prices the lowest in the industry as a cable, no doubt has a huge rise in space! Vole nuclear material [19.94-2.73%] (002130): it is proposed that electric limited capital increase of $ 14.703 million to the new source, Xinyuan registered capital after capital increase to million, Vole holds a stake in its nuclear material. Notice display, a new source for Guangxi Province science and technology agency recognized by the high-tech enterprise, registered capital of RMB 8.485 million, mainly engaged in electrical, power automation equipment and office automation equipment, communication equipment, etc, with many years of electrical product management experience and HGIS electrical product manufacturing and research and development capabilities. Xinke tinano material [7.05-3.29%] (600,255): wire and cable industry as a domestic leading enterprises in its cable highlights substantive outstanding. Western material [31.290.29%] (002149): cabling concept in hot pursuit of funds. Etern shares [6.4710.03%] (600,105): the company is the largest production base of fiber optic cable, optical cable products sold in the domestic leading position in the industry. Smart grid stocks: Dongfang electronics [5.0110.11%] (000682) flow of equity 780 million, is a stock market has been on the widest circulation of ultra-low-cost cables! Dongfang [45.960.48%] (600,875) equity 170 million in circulation, a domestic research, development and manufacture of hydraulic and thermal power generation equipment base and largest hydropower equipment manufacturer. Huayi electrical [18.05-0.17%] (600,290) flows equity billion, is a professional engaged in the transmission and distribution equipment and wind power equipment manufacturing enterprises, State power NARI [36.581.11%] (600,406) flow of 170 million equity capital, power automation team. Guodian South [19.386.78%] (600,268) flows 90 million equity capital, power automation team. Galaxy technology [5.993.99%] (000806) equity 580 million in circulation, comprehensive monitoring network management software, Tsinghua hybrid control systems of transmission and distribution networks. Development of the great wall [10.918.02%] (000021) equity 360 million in circulation, and smart meters. Taihao technology [14.864.80%] (600,590) equity 230 million in circulation, electric power equipment and energy-saving tap, the company is the only integrated electrical building energy-saving equipment and supplier of intelligent building system integration technologies. Etern shares early secondary devices first to benefit from State power NARI are expected to be the greatest beneficiaries at the same time, State South, xuji electric (15.40,0.00,0.00%) is also expected to benefit from the smart grid. In addition to the secondary equipment, intelligent components are an important part of the smart grid, such listed company mainly has high electric, electrical and dongyuan electrical source, and so on. Superconducting cable and smart meters demand is increasing, in the field of smart meters, kaifa (10.91,0.00,0.00%), section VI electronics (16.40,0.00,0.00%) is expected to become beneficiaries; in the field of superconducting cables, because of high and new technology, currently only a few companies in the world capable of producing, and a-shares in listed companies, in addition to the Pro-win shares (18.35,0.00,0.00%) is actively exploring superconducting cable market, yongding shares (6.47,0.00,0.00%) is also targeting this area. Wanguo analyst grueling recommended country land source education in electronics, electrical, electro-nanrui, South, Hidenobu shares, country, the Tung Wah Group (15.90,0.00,0.00%), xuji electric and electronic Neusoft shares rawrongful death attorneys floridank napplication business card creditame latest gains 1 Oriental land e 16.409.99%3, e 5.0110.11%2 new industrial ultrasonic electronic 7.076.48%5 deren 5.627.25%4 10.196.37%H= "30" > rank name recent decrease in the Central stock in 1 10.48-3.59% 2 10.32-3.37%3 shares of desay battery 11.54-3.27%4 bgrimm magnetic materials 9.06-3.00%5 Wal 19.94-2.73% nuclear material new energy rank name latest gains 1 dongyuan electrical fuhua 6.779.90%3 12.9410.03%2 Guangdong, Jiangsu sunshine 6.497.27%4 materials science and technology in the North Sea 6.795.76%5 31.405.72% rank name latest decline 1 advanced technology shares 27.38-5.59%2 precision technology 14.67-5.11%3 firs 15.21-5.00%4 7.49-4.83%5 in Shanxi coking coal 11.13-4.22%

没有评论:

发表评论