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2010 investment in new energy industry outlook
2010/1/27/09: 41 Source: International New Energy Network
    Because China's relatively poor in energy resources, making our country a considerable emphasis on the new energy industry, the Government has introduced a number of policy support and guidance on renewable energy and new energy development. The December 7, the 192 countries of environment ministers and other officials will convene a United Nations climate conference in Copenhagen, on future global action to address climate change, signed a new agreement, at which China, India and other developing countries need to make statement , due to our low-carbon industry attention. Therefore, we believe that China's new energy and energy savings industry will usher in a new opportunity for development. Throughout the previous view of the financial crisis, there will be adversity and rise of a number of new industries, we expect the new energy industry may well be out of this crisis that will be a bright spot, so it is likely in the future China's capital market for a long time investment theme.

    The Government is raising electricity prices, aimed at reducing the cost of new energy power generation and electricity price differences. As the new energy sources such as solar power generation cost is higher than electricity prices, subsidies, have to take a way to carry out the initial promotion, sale price upward, narrowing the price gap between the two, will further enhance the promotion of new energy initiative.

    In the recently held "China Clean Energy Summit" on Energy Research Institute, National Development and Reform Commission said Li Junfeng, deputy director of next year, can basically achieve the "renewable energy in primary energy accounting for up to 10%" of the goal, China Renewable energy accounted for 9%. The new energy policy, if issued, will constitute a role in promoting the related industries, hydropower accounts for the proportion of primary energy by the end of 2008 from 5% to 8% next year, which means that China's hydropower generation capacity in the next two years will be jumped 60%, The wind power means that a percentage point increase in wind power generation capacity will double, while solar, nuclear and other new energy industry will also be increased significantly.

    Chief engineer of the National Energy Board WU Gui-hui has circular economy in 2009, the international high-end forum, said China's use of renewable energy in 2008 total approximately 250 million tons of standard coal, reduce carbon dioxide emissions equivalent to 600 million tons. The renewable energy is also becoming China's most dynamic and most promising new industries.

    In the wealth effect and the role of policy to stimulate the superposition, the number of new energy enterprises in China has risen rapidly, growing. The emergence of new energy industry and its future development is expected, but also provide investors with new opportunities. Some analysts expect, therefore, with the shortage of energy supply and coal prices continued higher in 2012, conventional thermal power generation will exceed the price of 1 yuan, if the development of photovoltaic power generation, as expected, as shown in the full funding will be sought after the policy , the entire PV industry will usher in the explosive growth. Meanwhile, the inexhaustible supply of wind power, alternative fuels, oil, bio-energy, nuclear power technology is mature and will also be in the future for a long period of time will show a rapid development momentum, and market opportunities in the capital is manifested in the long-term arrangement.

    Nuclear Power: Nuclear power is currently running the most stable and lowest-cost new energy in China, more and more attention. At present, China has formed a large-scale quantities of nuclear power development structure of nuclear power development in China has broad prospects.

    According to the new energy development planning data, by 2020, China's installed nuclear power capacity will reach 80 million kilowatts, with a total investment of about 900 billion yuan. In 2015, China will have built nuclear power plant 9-10. At present, China addition to the coastal provinces, the inland provinces to declare nuclear power plant project is also actively planning a rapid increase in nuclear power plant site. Hubei, Hunan, Jiangxi, Anhui, Sichuan, Gansu, Henan, Jilin and other provinces are actively carried out the declaration of nuclear power plant site work.

    Now that China has decided to develop nuclear power as a clean energy to address energy shortages and environmental pollution problems, then build inland nuclear power on the "imperative." Internationally, most countries will be nuclear power plants built in the interior, such as France's inland nuclear power plants in the country accounted for 65.1% of the total number of nuclear power plants, the United States accounted for 75.1%.

    Predicted that by 2020, China's nuclear power installed capacity will reach 70 million kilowatts, then, China's total electricity installed capacity of about 15 million kilowatts, nuclear power will account for 7% of the total electricity consumption.

By 2030, 2050, nuclear power installed capacity will grow to 200 million kilowatts, 400 million kilowatts, nuclear power will account for 15% of the total electricity consumption, 22%. Are broad prospects for nuclear power development, related equipment manufacturers will be the first to benefit.

    Dongfang Electric, sea and land two listed companies, heavy industry cause for concern.

    Wind power: first half of 2009, China has completed the loading of new wind power installed capacity of approximately 4.6 million kilowatts, is expected to add annual wind power installed capacity will reach 10 million kilowatts. Energy Agency said that striving after wind power capacity by 2010, breaking 20 million kilowatts. Also, the Government speed up the implementation of additional subsidies for renewable energy tariff, and introduced online benchmark price of wind power in order to protect the wind power business and the relationship between the interests of power enterprises. The Government has recognized wind power grids to solve the matching problem, we must introduce positive incentives to accelerate the introduction of grid and programs and to develop wind power and network technical standards and management systems.

    Dongfang Electric, gold wind technology, Huarui cast, East power transmission, Tianma is expected to benefit from the listed company shares, etc..

    Solar energy: the industry has now bottomed. According to Golden State Securities estimates that industry revenues in 2008 nearly doubled the size of achieving growth, but in 2009, due to shipments of dejected and price decline in the size of industry revenues fell 7.5%, which is the industry since the 2004 boom five years after the start of the first time the total size of industry-wide decline in revenue.

    However, the gradual warming due to market and price stability, solar energy industry has entered a gradual recovery of the economy upward cycle in 2009 will be a historic low of industry growth, followed by a decline in the cost of solar power as the credit environment, as well as loose industry to encourage the gradual implementation of the policy, the industry will begin a new round of rapid growth, compared with 2004 and 2008, two waves of growth, the growth of the industry will be based on more solid, industry more space, to promote the role of the real economy more pronounced. Global demand for solar power by 2010, there will be 65% of the growth is expected to recover from the slump rapid growth.

    Could focus attention Tianwei Paul changed, Vosges technology, aerospace electronics, Tung Wai shares Chuantou energy, CSG A, Jing Jin solar energy technology investment opportunities in listed companies.

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