From a policy perspective, while supporting the development of new energy sources, the state also attaches great importance to energy conservation in industry and life. For example, the Ministry of Finance plans to increase the promotion of high-efficiency lighting products this year and vigorously promote the use of energy-saving. The market has also paid special attention to energy-saving lighting, energy-saving materials, energy-saving buildings and other energy-saving stocks (the energy-saving situation of electrical equipment near the upstream will be introduced separately), which has become a hot spot for the theme investment.
Energy-saving lighting receives policy support
In 2009, the central government will increase the promotion of high-efficiency lighting products and initially determine the scale of promotion to 100 million. In promoting varieties, high-power outdoor lighting products such as high-pressure sodium lamps are included in the scope of financial subsidies; environmental standards are raised, mercury content indicators are added to bidding products; and bid-winning enterprises are encouraged to work more closely with local governments to further improve the promotion mechanism of efficient lighting products. To make financial subsidy funds play a greater benefit.
Shenyin Wanguo believes that energy-saving lamps are an alternative to the original incandescent bulbs. At present, the entire replacement process continues. In particular, governments in various countries have emphasized energy conservation and emission reduction in the current environment, accelerating the elimination of incandescent lamps, which will bring energy-saving lamps. Market recovery. The optimistic expectation of the overall demand for energy-saving lamps will still be able to grow by about 10%-15%. According to Shen Wan, Zhejiang Sunshine, the largest energy-saving lamp manufacturer in China, will have better production and sales in the first quarter of 2009.
In addition, the United States set a higher standard for lighting energy efficiency in February 2009 and required all public buildings to be replaced with energy-saving light bulbs (290 US energy-saving lamps in 2007, accounting for 20% of the bulb market). At present, China's export of incandescent lamps is 4.5 times that of energy-saving lamps, and energy-saving lamps will still have huge room for growth.
At present, A-share listed companies have energy-saving lighting related businesses including Zhejiang Sunshine, Foshan Lighting, Snowlight, Sanan Optoelectronics, Farah Electronics, China Microelectronics, Lianchuang Optoelectronics, Silan Micro, Tongfang, Fangda A and so on.
Building energy-saving transformation market is huge
According to the Construction Industry Association's Intelligent Building Professional Committee and CCID Consulting, it is estimated that the smart building area will increase by 20% in the next three years. In 2008, the intelligent building professional committee has a statistical market capacity of more than 30 billion yuan. It is estimated that the national intelligent building market capacity will reach 2010. It will reach 200 billion yuan.
Lu Yin, an analyst at Shenyin Wanguo, said that building energy conservation has increasingly become the development direction of building intelligence, and its core business is building electrical energy-saving transformation. The core investment factor of the intelligent building industry is that the growth rate of intelligent building area and building energy-saving renovation area will exceed 20%, which is in line with the development direction of energy-saving emission reduction and intensive economic growth mode. Shen Wan expects that the building electrical renovation area will increase by more than 30% in the next few years. In 2008, the market capacity will exceed 3 billion yuan.
At present, domestic enterprises occupy the intelligent engineering business market, and two types of enterprises have become the main players in the market--building intelligent integration solution providers and building electrical equipment manufacturers. Listed companies engaged in the intelligent building industry include: Tongfang, Taihao Technology, Yanhua Intelligent and East China Computer. Shenyin Wanguo gave Taihao Technology an "overweight" rating, and it is recommended to focus on Yanhua Intelligent and Dahua shares of intelligent building security equipment supplier with core technology advantages.
Energy-saving building materials will be widely used
In addition to energy-saving electrification transformation, energy-saving building materials have broad market prospects. Various new energy-saving materials such as new wall materials, thermal insulation materials, door and window materials, etc. are used in the construction process, and the exterior walls are also included in the renovation of old buildings. Energy Saving. With the advancement of urbanization in China and the increasingly strict and perfect building energy conservation policy, energy-saving building materials will be more widely used.
Yang Dongsen, an analyst at China Merchants Securities, believes that energy-saving building materials are entering a period of rapid development. In the long run, China's energy-saving building materials have a very broad development space. Under the promotion of urbanization, and benefiting from the country's increasingly strict policy of promoting the use of energy-saving building materials, energy-saving building materials will continue to increase by more than 10% in at least the next 10 years. speed. China Merchants Securities is optimistic about the leading enterprises in the sub-sectors in the dominant position.
Listed companies involved in the energy-saving building materials-related industrial chain include Beixin Building Materials, Conch Profiles, CSG A, Yantai Wanhua, and Hongbaoli.
Energy-saving lighting receives policy support
In 2009, the central government will increase the promotion of high-efficiency lighting products and initially determine the scale of promotion to 100 million. In promoting varieties, high-power outdoor lighting products such as high-pressure sodium lamps are included in the scope of financial subsidies; environmental standards are raised, mercury content indicators are added to bidding products; and bid-winning enterprises are encouraged to work more closely with local governments to further improve the promotion mechanism of efficient lighting products. To make financial subsidy funds play a greater benefit.
Shenyin Wanguo believes that energy-saving lamps are an alternative to the original incandescent bulbs. At present, the entire replacement process continues. In particular, governments in various countries have emphasized energy conservation and emission reduction in the current environment, accelerating the elimination of incandescent lamps, which will bring energy-saving lamps. Market recovery. The optimistic expectation of the overall demand for energy-saving lamps will still be able to grow by about 10%-15%. According to Shen Wan, Zhejiang Sunshine, the largest energy-saving lamp manufacturer in China, will have better production and sales in the first quarter of 2009.
In addition, the United States set a higher standard for lighting energy efficiency in February 2009 and required all public buildings to be replaced with energy-saving light bulbs (290 US energy-saving lamps in 2007, accounting for 20% of the bulb market). At present, China's export of incandescent lamps is 4.5 times that of energy-saving lamps, and energy-saving lamps will still have huge room for growth.
At present, A-share listed companies have energy-saving lighting related businesses including Zhejiang Sunshine, Foshan Lighting, Snowlight, Sanan Optoelectronics, Farah Electronics, China Microelectronics, Lianchuang Optoelectronics, Silan Micro, Tongfang, Fangda A and so on.
Building energy-saving transformation market is huge
According to the Construction Industry Association's Intelligent Building Professional Committee and CCID Consulting, it is estimated that the smart building area will increase by 20% in the next three years. In 2008, the intelligent building professional committee has a statistical market capacity of more than 30 billion yuan. It is estimated that the national intelligent building market capacity will reach 2010. It will reach 200 billion yuan.
Lu Yin, an analyst at Shenyin Wanguo, said that building energy conservation has increasingly become the development direction of building intelligence, and its core business is building electrical energy-saving transformation. The core investment factor of the intelligent building industry is that the growth rate of intelligent building area and building energy-saving renovation area will exceed 20%, which is in line with the development direction of energy-saving emission reduction and intensive economic growth mode. Shen Wan expects that the building electrical renovation area will increase by more than 30% in the next few years. In 2008, the market capacity will exceed 3 billion yuan.
At present, domestic enterprises occupy the intelligent engineering business market, and two types of enterprises have become the main players in the market--building intelligent integration solution providers and building electrical equipment manufacturers. Listed companies engaged in the intelligent building industry include: Tongfang, Taihao Technology, Yanhua Intelligent and East China Computer. Shenyin Wanguo gave Taihao Technology an "overweight" rating, and it is recommended to focus on Yanhua Intelligent and Dahua shares of intelligent building security equipment supplier with core technology advantages.
Energy-saving building materials will be widely used
In addition to energy-saving electrification transformation, energy-saving building materials have broad market prospects. Various new energy-saving materials such as new wall materials, thermal insulation materials, door and window materials, etc. are used in the construction process, and the exterior walls are also included in the renovation of old buildings. Energy Saving. With the advancement of urbanization in China and the increasingly strict and perfect building energy conservation policy, energy-saving building materials will be more widely used.
Yang Dongsen, an analyst at China Merchants Securities, believes that energy-saving building materials are entering a period of rapid development. In the long run, China's energy-saving building materials have a very broad development space. Under the promotion of urbanization, and benefiting from the country's increasingly strict policy of promoting the use of energy-saving building materials, energy-saving building materials will continue to increase by more than 10% in at least the next 10 years. speed. China Merchants Securities is optimistic about the leading enterprises in the sub-sectors in the dominant position.
Listed companies involved in the energy-saving building materials-related industrial chain include Beixin Building Materials, Conch Profiles, CSG A, Yantai Wanhua, and Hongbaoli.
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