According to the new energy industry development plan, cumulative direct investment in the new energy industry will increase by 5 trillion yuan between 2010 and 2020, which further increases the popularity of new energy and clean energy stocks in the stock market. The tilt of the national policy on the development of new energy industries has made the market look forward to the new energy sector.
A number of industry insiders told Investor that the new energy sector covers a wide range of fields, including nuclear power, wind energy, solar energy, bio-energy, etc., and as an important force for the Chinese economy to achieve low-carbon development goals, prepared in recent years It is valued by the country.
Coupled with the increasingly tense oil resources, the country has vigorously supported and relevant industrial policies have also been introduced intensively. It can be expected that new energy will be the key support direction when the next 10 years are due, and the industry’s favorable policy can be expected.
Therefore, in the past few days to benefit from the rise in international crude oil futures and spot prices, new energy as a replacement energy and energy-saving sector started significantly. Under the background of high oil prices, new energy, as an alternative resource for petroleum, has a long-term role in promoting the industry.
The news from the National Energy Administration is that if China is to achieve a target of 15% of non-fossil energy in primary energy consumption by 2020 and the CO2 emission intensity per unit of GDP is 40% to 45% lower than in 2005, the focus will be on nuclear power development. , hydropower, other non-hydro energy.
Among them, the wind energy, solar energy, biomass energy, and nuclear power that investors are familiar with are all new energy sources, and the development progress of energy-saving and environmental protection industries is closely related to them.
At present, the nuclear power and wind power industries are most favored and have broad prospects for growth. Compared with other sub-sectors, nuclear energy technologies are relatively mature and stable in operation. The current level of technology in China can fully guarantee the safe operation of nuclear power plants.
From the government level news, nuclear power and high-speed rail will become the top priority of China's seven strategic emerging industries plans, and China will invest 1.5 trillion US dollars in these seven industries.
The stocks currently worth recommending include Dongfang Electric, Shanghai Electric, Double Heavy Equipment, China National Nuclear Technology, Autonomous Instrument, Lantai Industrial, Hailu Heavy Industry, and China First.
The scale effect of wind power equipment manufacturing industry is obvious, and its industry concentration is high. Therefore, large enterprises with strong comprehensive strength will maintain a certain level of profit and growth rate, and the recent surge in crude oil prices will become a catalyst for the accelerated development of new energy industries. .
Photovoltaic industries that have been limited in their development during the financial crisis are expected to have new development opportunities. Xiangcai Securities said that this year's photovoltaic industry is still in a small trough, the entire industry chain profitability under pressure, but the upstream polysilicon, silicon segment will continue to maintain strong profitability, downstream battery, component links will be meagre profits.
Individual stocks are worthy of attention is Tianwei Bao, CSG A, TBEA, China Aviation Sanxin, aerospace, extension of Japan New Energy.
In addition, at present, China's petroleum alternative energy that enters the industrial practical stage mainly includes dimethyl ether, methanol, and fuel ethanol. Dimethyl ether and methanol are clean fuels that are converted from coal. Fuel ethanol is also a good alternative energy source.
It is understood that methanol gasoline due to good anti-explosion performance, low emissions, is a good alternative fuel for vehicles, and the obvious cost advantage, 0.49 yuan per liter cheaper. Among the stocks, Tianmao Group is the preferred manufacturer of dimethyl ether and methanol, while Fengyuan Biochemical is the only manufacturer of fuel ethanol with a production capacity of 440,000 tons.
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