Smart Grid concept Opportunities stand out

Jubilee Investment Baijie min In spite of being suspended for more than half a year, the new issue is expected to start in the near future, the Monday market both large and low open, but the petrochemical double-hung and securities brokerage stocks take the lead in stabilizing the market shocks to rebound. It is worth noting that, following the recent shine of the new energy sector, the Monday Smart grid concept of the emergence of a rise in order to promote the market rally of the source power, credit shares, Siyuan Electric, long Garden Group, Taihau technology and other related varieties of a limited, and the Great Wall development, Hunan Electric shares, Long March electrical appliances and other related varieties are also living in the former.　　We believe that with the upsurge of thematic investment since the 2009, as the information revolution and the new energy boom together to create a smart grid theme, the future performance deserves high attention. Smart Grid--a new energy boom in the information revolution since entering the 21st century, people have been focusing on what kind of energy systems will match the information age. In fact, how to build a variety of energy development, transportation, inventory, conversion and end users of various electrical equipment, through the digital information network system connected together, and through intelligent control to enable the final optimization of the entire system, is becoming a global scientific focus of attention. And the "Smart grid" turned out to be coming from the future of the grid system development direction.　　The so-called smart grid, that is, in power generation, transmission, distribution, electricity and other aspects of the application of a large number of new technologies, the ultimate realization of the optimal allocation of electricity to achieve energy saving and emission reduction effect. The digital revolution in the IT industry and the new energy boom are becoming twin brothers, and the emergence of a smart grid will undoubtedly drive the deep fission of the new energy revolution. According to the relevant data, the core technology of Smart grid is digital power grid, distributed energy system, information appliance and energy storage type hybrid power transportation. The U.S. smart Grid definition has seven characteristics: self-healing, interactive, security, to provide the 21st century demand for power quality, adapt to all types of power supply and power storage, adapt to all types of power and energy storage mode, marketable transactions, optimize the power grid assets to improve operational efficiency.　　Compared with the traditional power grid, the smart grid, besides improving the reliability of power supply and improving the operation management level, is more important to reduce the fixed assets investment expenditure and the power grid operation cost by means of intelligent electric meter, time-sharing electricity price and equipment condition detection. 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 the smart grid as the world's new trend of 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 are significantlyHigh。　　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! Smart Grid concept Investment opportunities are very prominent in China, as one of the important emerging industries, smart grid, like new energy vehicles, has been given the national competitive level of strategic position. Recently, the State grid general manager Liu Zhenya proposed the National Grid will build a strong smart grid target, July is expected to launch a smart grid specific planning. Since 2009, the National Grid plans to invest 50 billion or 60 billion yuan in the smart grid construction within 3-5 years, of which 70%~80% will castTo control, about 20% to the hardware. And after 3 years, realize the prototype of intelligent grid. In this context, according to experts estimated from 2009 onwards, China needs to update more than million substation, the 30 million block ~5000 meters changed to smart meters, pushing the world's largest unified grid system phased realization of the power grid technology upgrades. It can be expected that with the development of the National Smart Grid Project, the domestic listed companies will face a new round of opportunities to develop. such as Zhongtian technology, Dongyuan electrical appliances, long Garden Group, the National electricity South, the source of electricity, the state electric Nari, believe electrical, Oriental electronics.　　In view of the recent market-led varieties generally have a low price nature, we suggest that investors can focus on the industry's high position, and the price is only 4 yuan more than the Oriental Electronics (000682). Oriental Electronics (000682) is a collection of scientific research and development, production and management, technical services, system integration in a large High-tech enterprise groups, to power system automation, information and energy management system solutions for the main business, is the national 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, the concept of smart grid burst out of the big backKing, believe that the stock price just started the Oriental Electronics (000682) of the rising space will be very prominent!