The hottest new energy grid investment is expected

Investment in new energy and electricity is expected to become one of the economic stimulus plans

investment in electricity and new energy is expected to become one of the economic stimulus plans, which may exceed expectations. It is expected that the economy will decline in 2012, and electricity investment may become one of the economic stimulus plans. It is believed that the fields that are most likely to become large-scale national investment are those with relatively mature technology, and that the fields that may be large-scale investment in electricity are smart electricity and agricultural distribution. The approval of UHV may be accelerated, but considering technical factors, it is impossible to approve and start construction on a large scale, but it is expected to improve. New energy investment may also become one of the economic stimulus plans. As long as photovoltaic power generation is reasonable, large-scale development of electricity and hydropower is most likely, especially the domestic photovoltaic market, which is expected to start, and photovoltaic inverter will benefit the most

the prosperity of energy conservation and emission reduction is high, and it is less affected by macro-economy. At present, the transformation of motor frequency converters is only about 30%, and the market space for stock transformation is still large in the future. It is expected that it will remain at 30% in the next five years and will be selected into the 2017 intelligent manufacturing pilot demonstration project of the Ministry of industry and information technology, with a high growth rate of%-40%. Macroeconomic downturn may affect the incremental market, but the industry involves a lot of stock transformation, which can still support the rapid growth of the industry

in addition, China integrated the non alloy transformer industry chain in 2011, and the non alloy transformer has obvious energy-saving effect, which is expected to be popularized on a large scale in the future

the growth rate of industrial electrical demand declines, and the distribution may also be affected. Against the backdrop of the downturn in the macro-economic boom, industrial enterprises, especially small-scale industrial enterprises, will gradually reduce investment due to financing difficulties and tight downstream demand. Aerospace and national defense are the largest market segments for end-users of functional composites in the world. As a result, the demand for upstream investment products will face the risk of shrinking, and the demand growth rate of related electrical products will also decline. In addition, it is believed that in addition to electricity investment, distribution investment is also highly related to the growth rate of real estate and industrial enterprises. The growth rate of distribution may be affected to a certain extent, and the growth rate of related enterprises with downstream real estate and industrial users may be affected to a certain extent

the cost pressure is reduced, the profits of some sub industries are expected to recover, and the profits of industries with long delivery cycle have rebounded significantly. The delivery cycle of some sub industries is long, and part of the revenue in 2011 was confirmed by the contracts signed when the raw material prices were low in 2010, which is also one of the reasons for the sharp decline in the profitability of the industry in 2011. Since the second half of 2011, the price of raw materials has decreased. In 2012, some contracts signed on the price of plateau materials in the first half of 2011 are expected to be delivered. It is expected that the price of major metals and steel will not rise significantly in the next year, and the gross profit margin of sub industries with long delivery cycle in 2012 is expected to rise significantly. From the perspective of price reduction, silicon steel, which saves 20% - 40% of the cost for customers on average, has significantly reduced the price of copper, which will significantly benefit the transformer industry. In addition, steel prices have also been reduced, and hydropower equipment, environmental protection boilers and thermal power equipment industries are also expected to benefit