48 companies with the hottest electrical equipment

2022-08-24
  • Detail

The performance growth potential of 48 electrical equipment companies last year is expected to explode. The "13th five year plan" for the development of strategic emerging industries was issued. The plan proposed to significantly increase the proportion of new energy applications. By 2020, the output scale of new energy, new energy vehicles, energy conservation and environmental protection will reach more than 10 trillion yuan. With the increase of the output value of new energy, relevant industrial chains will benefit from it. In terms of subdivisions, the market demand for electrical equipment has increased at any time in recent years, and the industry performance has maintained a steady growth trend. Since 2016, the growth rate of the industry performance has been in the double-digit level. The 13th five year plan for the development of strategic emerging industries was issued, which proposed to significantly increase the application proportion of new energy. By 2020, the output scale of new energy, new energy vehicles, energy conservation and environmental protection will reach more than 10 trillion yuan. With the increase of the output value of new energy, relevant industrial chains will benefit from it. In terms of subdivisions, the market demand for electrical equipment has increased at any time in recent years, and the industry performance has maintained a steady growth trend. Since 2016, the growth rate of the industry performance has been in the double-digit level

according to statistical data, up to now, 59 electrical equipment stocks have disclosed the performance forecast of the 2016 annual report, of which 48 are expected to have a year-on-year increase in net profit, accounting for 81.35%. Among them, 14 shares are expected to double the annual net profit in 2016. Jiangte Electric Co., Ltd. ranks first with a net profit growth rate of 450%, while Topri Xinneng and Zhongneng Electric Co., Ltd. rank second and third with a net profit growth rate of 302% and 300% respectively

from the perspective of sub sectors, the wind power and photovoltaic industries have benefited from the rush to install, and the annual performance is still worth looking forward to. Industry insiders pointed out that from the perspective of the 13th five year plan, the average annual new demand for photovoltaic is expected to reach GW, maintaining high growth; In terms of wind power, the Energy Administration approved the fifth batch of wind power projects to reach a record high of 34gw, and the installed capacity target in 2020 is expected to rise to more than 250million kW. Corresponding to the annual demand of 30million kW in the 13th five year plan

from the perspective of the two sub sectors concerned by the market, we can focus on the companies whose performance growth is determined. In terms of wind power, Zhang Xue, an analyst at Pacific Securities, pointed out that due to the reduction of electricity prices, there will be another wave of rush to install wind power in 2017, which is good for the wind power equipment industry. Investors are advised to deploy wind power in advance and continue to recommend Goldwind technology and Tianshun wind energy

on the photovoltaic industry opportunity, Liu Xiaoyong, an analyst at Shanxi securities, pointed out that the rush for installation has driven the high growth of photovoltaic industry income in the first half of the year. The newly released national photovoltaic policy will promote the benign and sustainable development of photovoltaic industry and solve the phenomenon of light abandonment in key areas of photovoltaic power generation. Investors can focus on Jingyuntong, Jinggong technology, Jingsheng machine 3 Meiji board with fast reaction polyurethane raw materials soaked in houdian, solar energy, yabaite, Kuangda technology, etc

potential stock selection

Tianshun wind energy (002531): abundant overseas orders

the company has abundant overseas orders, the gross profit margin and market share have increased steadily, and the company expects the annual net profit to increase by 30%-60% year-on-year. Chen zikun, an analyst at GF Securities, pointed out that the company has leading brand advantages and competitive advantages in the global wind power industry. Its main customers are global large-scale wind power machine manufacturers and wind power owners such as GE, Goldwind technology, Sinohydro, Longyuan Power, etc. The company grasps the development trend of low wind speed large-scale onshore and offshore wind towers, promotes medium and high-end large-scale wind towers, and the gross profit margin of wind towers increased by more than 10% to 35% year-on-year in the first half of the year. While the main industry of the wind tower is actively expanding, the company continues to carry out investment layout around emerging industries such as energy conservation and environmental protection, new materials, high-end manufacturing and financial services, and has completed a number of foreign investment projects

as the name suggests, it can only be used to do the tensile test of single 1

Goldwind Technology (002202): 517 sets of international projects have been installed in total

the company's overseas business continues to make progress and practice the development idea of the the Belt and Road. Liu Xiaoning, an analyst at Shenwan Hongyuan securities, pointed out that the company's global installed capacity is spread across six continents and 16 countries. As of the first half of 2016, the company's international projects have accumulated 517 installed capacity, with a total capacity of 983.75mw. American Goldwind, a subsidiary of the company, acquired RA degradable plastics in Texas, USA, and has made great progress. The ttlesnake wind power project, with a project capacity of 160mw, will become the strongest wind farm of Goldwind technology in North America after completion. With the continuous development of foreign markets, the company's wind turbine host has been recognized by more and more international customers, which has laid a foundation for the company to reduce its dependence on the domestic market, increase its sales channels, and improve its global market share

Beijing Express (601908): benefiting from the high growth of the photovoltaic industry

the company achieved an operating revenue of 1.372 billion yuan in the first three quarters, an increase of 8.73% year-on-year; The attributable net profit was 300million yuan, with a year-on-year increase of 40.32%, and the growth rate of deducting non net profit reached 58.38%. The performance achieved rapid growth, in line with expectations. Huang Tong, an analyst at Minsheng securities, pointed out that the company's multi field layout, including photovoltaic equipment, new materials, power stations and power sales, formed an ecological closed loop, which was conducive to the coordinated development of upstream and downstream, and was optimistic about the company's future performance. As a manufacturer of high-quality and high-end equipment, the company will benefit from the high growth of the photovoltaic industry. In addition, the company, together with Guodian investment and Huaneng, will layout the power sales field, with outstanding advantages in customers and power resources, which will create a platform for the company to develop the power sales business in the future, form the synergy between upstream and downstream industries, and help create new performance growth points

solar energy (000591): possible asset injection into the reform of state-owned enterprises

the company promised an annual net profit of 550million, 650million and 800million respectively when it went public in backdoor. Through the analysis of the progressiveness of its products and the monopoly position of the market, it is expected that the performance of the company in 2017 will exceed the net profit commitment by 15.6%-44.0%, and the flexibility will increase year by year, and it is expected to exceed 23%-51% by 2018. The increase in effective power generation hours is expected to bring considerable room for the improvement of the company's performance. Chen Xiaoyu, an analyst at Zheshang securities, pointed out that the company is a clean energy platform subordinate to cecep. According to 2015 data, the asset securitization rate of cecep group is only 43%, and the unlisted businesses of the controlling shareholder China energy conservation and environmental protection coincide with the company's outreach strategy. Therefore, it is necessary to judge the possibility of asset injection for the future state-owned enterprise reform of the company

the growth potential of 48 electrical equipment companies last year is expected to be published by electromechanical finishing. If you need to reprint, please indicate the source of the article. For more industry information, please click attention: electromechanical industry

Copyright © 2011 JIN SHI