Oriental Electronics: Super Low-cost Smart grid concept blowout imminent

     Sina Tip: This article belongs to a stock comment column, only for securities consultants on the relevant stocks or plates of personal views and analysis, and informal news reports, Sina does not guarantee its authenticity and objectivity, investors operate on this basis, risk from the bear.　　For accurate information about the unit, please refer to the Bulletin of the Shanghai and Shenzhen Stock Exchange. Jubilee Investment Baijie min According to recent media reports that in late May, the state Grid company will be held in the "Special high-pressure conference", the development direction of smart grid, and is expected to introduce a smart grid in July specific planning. By this heavy positive news stimulation, the two-tier market, Smart grid concept stocks have been enthusiastically sought after by the market. From the plate, Taihau technology (600590), Huayi Electric (600290), Siyuan electrical Appliances (002028), Long Garden Group (600525), Rongxin shares (002123), Dongyuan electrical Appliances (002074) and other varieties of strong trading, Xiang Electric shares (600416), Bao Guang shares (600379), the National electricity South from (600268) and other related varieties are also in Changyang to collect. Clearly, the concept of smart grid has become the new energy concept after the market hot core hotspot! In fact, May 18 this year, in the China Intelligent Interactive Power grid Development Strategy seminar, the Chinese Academy of Sciences, the chief energy experts Wu Jiandong released the "China Intelligent Interactive power grid Development Strategy Report" preliminary estimate, if 2009 years to start the National interactive power grid transformation, the annual likely to pull GDP 1% or so. This will be a more ambitious industry space than the 3G business. Therefore, the concept of smart grid may become a new energy concept after the market another major theme of investment, it is worth digging deep! Public data show that the Orient Electronics (000682) to power system automation, information and energy management system solutions for the main business, is the state and Shandong province, one of the key support of High-tech Enterprises, the company has won the bid with strong scientific and technological strength of Beijing Olympic Sports Center power grid Operation Management System, distribution network monitoring system Olympic venues real-time image multi-level monitoring management system 4 major projects, walking in the forefront of the development of the grid. Therefore, we believe that the Oriental Electronics (000682) as a smart grid concept of the lowest price varieties, with its higher industry status is expected to get the market in-depth excavation, today the volume appears to start signs, the future market is worth highly optimistic!　　It should be said that in the current market on the broad background of the concept of smart grid, believe that the stock price just started the Oriental Electronics (000682) of the rising space will be very prominent! Comprehensive fermentation of smart grid investment opportunities a new round of subject investment as President Obama's most likely source of short-term strategic results in energy reform, the development of a unified smart grid has become the focus of the global energy industry. 21st in Beijing, "2009 UHV Transmission Technology International Conference", again to focus on smart electricityNetwork is a new trend of world electric power development. State Grid company general manager Liu Zhenya meeting said that the active development of smart Grid has become the world's new trend of electric power development. By 2020, China will fully build a unified strong smart grid, so that the power grid resource allocation capacity, security and stability level, as well as the power grid and the interaction between the power and users has been significantly improved.　　Strong Smart Grid in the service of economic and social development will play a more important role. Data show that the smart grid is based on communication and information technology as the platform, using intelligent control method for power generation, transmission, substation, distribution, electricity and dispatching, so as to effectively improve the transmission capacity and power grid security and stability, enhance the operation efficiency of power system, realize the power grid operation state and equipment real-time monitoring, And to meet the user's power supply open and interactive requirements. According to the introduction, the power grid is an important basic industry of the national economy, UHV transmission is an important development direction of the world grid technology.　　China's energy and power demand will maintain the basic pattern of rapid growth in a long period of time, as well as the basic national conditions of an imbalance between the distribution of energy resources and the layout of the productive forces, objectively determine the need to implement long-distance, large-scale transmission, and take the road to optimize the allocation of resources nationwide. State Grid company officials said, will be in three stages to promote the "strong Smart Grid" construction: 2009 to 2010 as the planning pilot phase, focusing on the "strong Smart grid" development planning work, the establishment of technical and management standards, the development of key technology and equipment development, and the pilot work in all aspects , from 2011 to 2015, to accelerate the construction of UHV power grid and urban and rural distribution network, to form a smart grid operation control and interactive service system, the key technology and equipment to achieve a major breakthrough and wide application; 2016 to 2020 to lead the promotion phase, fully built a unified "strong smart Grid",　　Technology and equipment to achieve a comprehensive international advanced level. In fact, as the National Grid company described as "the building blocks of smart grid, the construction of UHV power grid has been making a series of notable progress in recent years: This January, China's first million-volt AC transmission and Transformation Project-south-east of Shanxi-Nanyang-Jingmen UHV Test demonstration project was completed, has been safe and stable operation for more than 150 days According to the head of the state Grid company, it is expected to start construction of Huainan-Shanghai, au-Shanghai, north Shaanxi-Changsha three UHV alternating current transmission and transformation projects this year and next year, the UHV grid investment will reach about 83 billion yuan. Some experts initially estimate that if the national interactive power grid is launched in 2009 years, it is likely to boost GDP by about 1% per year.　　This will be a more ambitious industry space than the 3G business.　　Clearly, the concept of smart grid may become a new energy concept after the market another major theme of investment, its brewing investment opportunities are fully fermented, a new round of theme investment is expected! Oriental Electronics is expected to be in the smart grid in the Grand exhibition of Low-cost tap on the Eastern Electronics (000682)is a collection of scientific research and development, production and management, technical services, system integration of large-scale High-tech enterprise groups, to power system automation, information and energy management system solutions for the main business, is the state and Shandong province, one of the key support of High-tech enterprises.　　Products covered by power automation, information and railways, energy (mining, oil, large-scale smelting and chemical) and other fields, there are power plant automation, protection and substation integrated automation, distribution automation, energy metering and billing management, enterprise information management, intelligent communication power, wireless communications, such as 8 series of more than 300 varieties. It is worth mentioning that, in the spring of 2007, the country's best power two times equipment suppliers gathered in Beijing to participate in the Beijing Electric Power Company's Olympic power project bidding meeting. In this tender meeting, Nari, South since, the Quartet and other industry giants gearing up, determined.　　But in the end, the Oriental Electronics (000682) stand out. According to the company's 2008 Annual Report Disclosure, Oriental Electronics in the smart grid is quite prominent. During the reporting period, the company declared 6 patents, obtained 9 software products and 15 software copyrights. df3300e Substation Automation system is included in the National Torch Plan, DF1900 substation Automation system is included in the National key new product plan, Shandong Province Technology innovation Key project, df1500e image Monitoring management system, High voltage inverter project included in Shandong Province technology innovation project. df3300e Substation Automation System was awarded the third prize of China Machinery Industry science and technology, DF3622 High Voltage line protection device was named Shandong Province Technical innovation Outstanding achievement First Prize, DF3629 reclosing and Circuit breaker auxiliary protection device was appraised as Shandong Province Technical innovation Outstanding achievement Second Prize.　　In addition, Dongfang Electronics (000682) is China Electric Power Enterprise Federation, China Electric Industry Association, China Electrotechnical Society governing unit. Therefore, we believe that the Oriental Electronics (000682) as a smart grid concept of the lowest price varieties, with its higher industry status is expected to get the market in-depth excavation, today the volume appears to start signs, the future market is worth highly optimistic! It should be said that in the current market on the broad background of the concept of smart grid, believe that the stock price just started the Oriental Electronics (000682) of the rising space will be very prominent!