Power batteries, solar energy and its prospects for sub-sectors
2010 mid-term investment strategy will be today in Lijiang Dagang Wang Bao International Hotel was held, the National Institute analyst Kim comprehensive analysis of macroeconomic developments in the second half of 2010, A-share market investment strategies and industry evolution. Golden State securities of new energy and power equipment, researchers Zhang Shuai in the introduction of the new energy investment strategy is that the bullish power batteries , solar energy and its sub-sectors.
He said the new energy including solar, wind, power batteries , nuclear power and related sub-fields, the growth of the industry we are optimistic about battery, solar and sub-sectors. Solar short term rate, medium term supply, long term costs.
Judgement on the solar energy is that for sub-sub-industries, it is high, mainly to see the changes behind the sony VGP-BPS18 battery can regain the cost in the short term, the other is a small solar energy technologies, including the condenser, heat together the problem, since the polysilicon continues the expansion of the scale, now faces the question of how the technology is relatively improved, condenser, heat together the technology is diverse, and the second is with the polysilicon industry chain is now the primary, industry growth is very impressive pair concern.
Judgments in two parts on the wind, part machine, part, parts, machine no worries, there are long and short term, not short-term growth issues, long-term growth rate will decline. This year 30%, 40% can look forward to next year may be 30%. We believe that the core components still have the opportunity, mainly looking at some of the localization process, because some parts and it has not completely replace all of the localization, localization, including electronic control leaf converter still in the process of this technology. Main inverter, the current system, lubrication system, the original one is highly skilled, on the other hand is not achieved under the current market space localization, so we think that the opportunity to machine the sea wind. This is a steady wind power growth is to look at some machine business.
For nuclear power, our basic conclusion is also sub-sub-sectors from the inside looking for opportunities, sony VGP-BPS14/B battery nuclear power is the main equipment of a one component, the three major driving force is the main equipment manufacturers HEC, power (600,627, stock it), the East a year sets, probably approaching 10 billion a year market-than-expected number of segments or sub-sectors such as energy storage and so some of the corresponding total company, Dongfang Electric Appliance can be of concern.
Battery, our basic concern to judge is the industry’s most upstream and most downstream, including the most upstream aluminum carbonate, aluminum, batteries, the manufacture of intermediate links, as time goes on, the importance of coming down.