New Energy unit: nuclear energy look at profit space wind energy solar look technical details

The word new energy, whether for 2010 years of capital markets or the international community, is the most concerned about the word. With more and more intense energy competition, people are working harder to find a new alternative energy source. Stocks linked to the concept of new energy have been enthusiastically sought after by investors since the first day of the IPO.　　So what is the future of new energy?　　July 16, the industry elite gathered in CCTV "Transaction time" special program "Financial Theory Sword", on the new energy theme sword. China Securities New Energy industry chief analyst Dong believes that the second half of the new energy will be phased adjustment. The main reason for promising new energy is based on the future development of the industry.　　But because the new energy under the policy guidance, under the investor's preference, has already raised the market, therefore must have the adjustment process under the high valuation. Wind power equipment in the international market space optimistic. According to China's manufacturing industry, the manufacturing of wind power equipment from the domestic market to international, this is a lot of space.　　China's wind power equipment manufacturing not only to meet the domestic market, and more can be provided to foreign wind resources more rich countries. Looking from the subdivision industry, Zhengzhou is optimistic about smart grid and wind power control technology.　　Because the key is in the technology breakthrough, the smart grid and control technology, these two pieces of space. Zhou, a new energy analyst at Great Wall Securities, said the new energy will be a hot spot in the second half of the market. First, the second half of this year, the full circulation of large-cap funds do not move, then the focus of investment will be on the concept of new energy; second, the industry vision to good, so the second half of the new energy is the market investment hot spot.　　It's not necessarily a rise, it's a chance to fall out; Because nuclear power prospects are clear, the next few years of new clothes, what to put into production, when the equipment is determined, what kind of income, all are determined, the company is now relatively reasonable valuation, the future investors will not naught.　　So zhou that nuclear power gains can be expected. Zhou advocates the choice of status-critical, long life cycle of the industry.　　Because cakes are placed there, the first choice to eat cake status is very strong, that is, a key industry; second, the choice has been able to eat, the life cycle of the industry, so the market will always be balanced, many times the opportunity to wait for the only. Liulei, chief analyst of Citic Securities New energy industry, judged the future of the new energy sector from the life cycle.　　China's wind power is actually in China's high growth period has passed, then the nuclear power is very clear, the next decade will be China's high growth period, now is only a start-up phase, like solar energy we feel at the beginning of the outbreak of growth. Liulei that nuclear power is about to enter a fast-growing period. Judging by the life cycle of these sub industries, it is best to determine which industry is investing.　　In this perspective, nuclear power has been very clear in China, the next stage is a rapid growth, now, is the beginning of the outbreak of growth. Specifically, Liulei optimistic about nuclear power equipment. Because it's in nuclear power.The initial stage of development, all involved in nuclear power equipment inside the host, or supplies, in fact, in the early days can be optimistic. But in the long run, if the supplies life cycle will be longer. The second is that China's nuclear power equipment localization rate is not very high, the second generation of half technology the highest localization rate reached 70% to 80%, the localization rate of the three-generation technology is very low.　　Therefore, more optimistic about the import of alternative technology in these aspects of some equipment manufacturing. Shuai, chief analyst with the new energy industry at National Gold Securities, says new technologies are fueling investment opportunities. The main reason for the new energy source is two, one is the new energy from the current space to the future expected to reach the space, far better than the traditional industry, this is no doubt.　　The second is the variability of technology, new energy belongs to the field of technology, in the mature process will be some new technology to improve, new enterprises appear, these are very good for the capital market. Technological breakthroughs, he argues, could lead to investment opportunities for solar energy. The logic of bullish solar energy is the same, the first is space, at least 30 times times the space above; second is technology, because solar technology is immature.　　Every big technological breakthrough means huge investment opportunities, because the industry is deep, and once there is a technological breakthrough, it will bring a very big industry. Solar energy industry in the fine molecular industry, Shuai optimistic about the field of new technologies, new technology areas are mainly thin-film batteries and concentrated batteries, thin film batteries are emerging thin film technology development enterprises, concentrating is to see which enterprises in emerging enterprises can be the industry chain in advance to do well.　　At the same time, he is optimistic about the overall increase in demand, due to the size of the industry, after the ancillary opportunities. Dong Shaopeng, deputy editor-in-chief of the Securities Daily, also believes that the outlook for nuclear power is very clear. He judged mainly from the trend of industrial development, because nuclear fuel, technology and national planning, as well as the global trend is very certain, especially for China, the urgent need to develop nuclear energy. The prospects for nuclear power are very clear, and the key is that wind and solar power, after electricity generation, still face some technical bottlenecks in storage and transmission, and there are uncertainties, so they are two behind.