Smart grid concept stocks rose to pay attention to the rising varieties

Every reporter Zhangjilu yesterday, Siyuan Electric (002028, closing price of 23.60 yuan), Rongxin shares (002123, closing price of 30.32 Yuan) and other smart grid concept stocks in the low open, quickly pulled high, and eventually to limit the return, the rest of the related stocks also rose sharply. Investment rules are expected to be released recently, in the National Grid company sponsored by the 2009 UHV Transmission Technology International Conference, clarified the development direction of smart grid, and is expected to launch a smart grid in July specific planning.　　Industry insiders believe that the smart grid in China as early as 2007 pilot, at this time to promote nationwide planning, will open a new process of smart grid.　　Dongguan Securities industry analyst Yuchunyan told reporters that the development of smart grid can not be separated from the specific content of the plan, the need for more details to be introduced, so that the relevant industry to determine the future development and product orientation, and other related capital investment is also the key.　　Total investment or no less than 200 billion yuan Wanguo the paper argues that the overall investment of the two power grid companies in the smart grid will be no less than 200 billion yuan, considering the depth and breadth of the smart grid. Huangshouhong believes that the State Grid company Smart Grid will be divided into three steps, the first is the 2009 ~2010 year for the planning of the pilot phase, focusing on the development of Smart grid planning work, that is, technology and management standards, that is, the company's future research and development direction, followed by the 2011 ~2015 year for the overall　　The initial formation of intelligent power grid operation control and interactive service body, which is also the obvious benefit of the listed companies stage; the last 2016 years ~2020 years to lead the promotion phase, fully built a unified smart grid, technology and equipment to reach the international advanced level.　　UHV and two times equipment first benefited Yuchunyan told reporters that from the link point of view, the main distribution of smart grid in power generation, line, substation, distribution, user and scheduling, including renewable power generation, UHV, superconducting, smart meters, power grid scheduling, if the smart grid launched, the first benefit is UHV equipment and two of equipment. Yuchunyan that China's smart grid will be mainly UHV power grids for the backbone of the grid, the national network has said 2009 and 2010 plans to invest 83 billion yuan construction uhv, of which 57 billion yuan, 26 billion DC, UHV investment in the field will increase significantly, 2009 years, will start construction of three special High-voltage AC transmission and Transformation Project, special Transformer electrician, flat high electric, tianwei, such as conservation will benefit.　　Wanguo Research report thinks, two times equipment also will benefit, national electricity south from, state electricity nari, Xu Relay electric, Orient Electron and so on company share power station automation share at present. A fund manager is also worried that the current smart grid listed companies have been the market ahead of speculation, investors should choose a low price-earnings ratio, and a small increase in stocks.