Smart Grid new plan to be launched in July power equipment stocks benefit big

In January this year the Obama administration issued a report on the recovery plan, announcing the laying or updating of 3000-mile transmission lines and the installation of smart meters for 40 million American households.　　Since then, the term smart grid has been more and more mentioned. Later this month, the National Grid will convene a special high-pressure assembly. Wanguo pointed out that the National Grid will be in the General Assembly to identify the direction of the smart grid, and is expected to launch a smart grid in July specific planning.　　The seemingly remote, mysterious, sophisticated smart grid is getting closer and nearer to us.　　3-5 years to invest in 60 billion it is not difficult to understand that the big background of the smart grid is to achieve energy-saving emission reduction, through power automation and so on to enable the power grid to operate efficiently and economically, it will involve power generation, transmission, distribution, electricity four links. "The construction of smart grids is a long-term plan." "At present, China has been doing the basic work of smart grid, the power grid development is divided into two stages, the first stage is to meet the requirements of transport, security and downstream power supply, is to import-oriented, the second stage, is to high efficiency development." "He further said that the domestic power grid is not enough to meet the problem of transmission, the next is to upgrade the entire network to meet the future of different power generation, such as in addition to thermal power, hydropower, as well as wind, solar, nuclear power and so on, making the grid towards economic, efficient direction of development　　The reporter also learned from a person familiar with the matter, since 2009, the National power grid plans 3-5 years to invest 50 billion or 60 billion yuan to the smart grid construction, which 70%~80% will be cast to control, about 20% to the hardware. Secondary equipment or the most beneficial "compared to the general power grid, the smart grid is more stress control, control part of the smart grid is also the most critical and core parts; therefore, the power of two times equipment manufacturers will be cut into the smart grid construction of the largest cake. "Liu," the representative listed company has national electricity South since (600268, closing price 15.65 yuan), Xu Relay (000400, closing price of 13.83 yuan) and so on.　　"said Liu. In addition to the control section, Smart Grid components are also an important part of smart grid, and the future of intelligent components manufacturers will most likely from the current engaged in high integration of integrated electrical appliances, automatic ring network cabinets, power electronics devices, power detection, simulation system development of enterprises, such listed companies have flat high electric ( 600321, closing price of 14.35 Yuan), Siyuan Electric (002028, closing price of 18.81 Yuan), Dongyuan Electric (002074, closing price 10.4 yuan) and so on.