Power system reform, new power reform industry is good for market industry chain
- Categories:Industry News
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- Time of issue:2021-09-14
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(Summary description)Since the beginning of this year, there have been frequent favorable policies for power reform, UHV channel construction, distribution network, and rural power grid construction. The high growth of the electric vehicle industry has also become one of the engines for the performance growth of the electrical equipment sector.
The "New Power Reform" has launched three themes of new energy grid connection, power sales testing and release, energy storage and microgrid. The CITIC Construction Investment Research Report pointed out that the objective status quo of the weak power distribution network and the demand for steady growth will drive investment in the power grid. In the future, the power distribution network will usher in rapid development, and leading enterprises in primary and secondary equipment will benefit.
Power system reform, new power reform industry is good for market industry chain
According to the analysis of the "2015-2020 China Electricity Sales Company Development Model and Investment Strategic Planning Analysis Report" released by the Prospective Industry Research Institute, the liberalization of China's electricity sales side means that more electricity sellers will enter the electricity market.
From the perspective of the development law of the international electricity sales side market, in countries such as the United States, Germany, the United Kingdom, Japan and other countries with outstanding achievements in electricity market reforms, one of their reform focuses is to introduce competition in the electricity wholesale and retail markets. As far as Germany is concerned, so far, its independent electricity sales companies have exceeded 1,000.
It can be seen that China’s current round of power reforms focusing on electricity price reforms and opening of the electricity sales side can be described as conforming to the law of historical development. Introducing a competition mechanism at the retail end, encouraging social capital to enter the electricity-selling market, and forming an electricity-selling market with diversified market players has become an irreversible trend.
The investment opportunities in the electrical equipment industry in the second half of the year are mainly concentrated in four areas. Benefiting from the increased demand for the transformation and upgrading of distribution networks and rural power grids, the performance of distribution network automation equipment manufacturing companies will grow rapidly, especially leading companies with strong technical strength, such as Sifang, Xu Ji Electric, and Guodian NARI; To develop opportunities, pay attention to companies that are actively involved in the sales of electricity, such as Beijing Cree, Sungrow, and Kelu Electronics; UHV DC equipment manufacturers, especially companies with high-performance flexible large-scale product businesses, such as Xuji Electric and Pinggao Electric Etc.; Electric vehicles, as a sub-industry of the electrical equipment sector, will continue to benefit from its industry chain companies.
Source of the data in the article: "2015-2020 China Electricity Sales Company Development Model and Investment Strategic Planning Analysis Report" by Qianzhan Industry Research Institute
Power system reform, new power reform industry is good for market industry chain
(Summary description)Since the beginning of this year, there have been frequent favorable policies for power reform, UHV channel construction, distribution network, and rural power grid construction. The high growth of the electric vehicle industry has also become one of the engines for the performance growth of the electrical equipment sector.
The "New Power Reform" has launched three themes of new energy grid connection, power sales testing and release, energy storage and microgrid. The CITIC Construction Investment Research Report pointed out that the objective status quo of the weak power distribution network and the demand for steady growth will drive investment in the power grid. In the future, the power distribution network will usher in rapid development, and leading enterprises in primary and secondary equipment will benefit.
Power system reform, new power reform industry is good for market industry chain
According to the analysis of the "2015-2020 China Electricity Sales Company Development Model and Investment Strategic Planning Analysis Report" released by the Prospective Industry Research Institute, the liberalization of China's electricity sales side means that more electricity sellers will enter the electricity market.
From the perspective of the development law of the international electricity sales side market, in countries such as the United States, Germany, the United Kingdom, Japan and other countries with outstanding achievements in electricity market reforms, one of their reform focuses is to introduce competition in the electricity wholesale and retail markets. As far as Germany is concerned, so far, its independent electricity sales companies have exceeded 1,000.
It can be seen that China’s current round of power reforms focusing on electricity price reforms and opening of the electricity sales side can be described as conforming to the law of historical development. Introducing a competition mechanism at the retail end, encouraging social capital to enter the electricity-selling market, and forming an electricity-selling market with diversified market players has become an irreversible trend.
The investment opportunities in the electrical equipment industry in the second half of the year are mainly concentrated in four areas. Benefiting from the increased demand for the transformation and upgrading of distribution networks and rural power grids, the performance of distribution network automation equipment manufacturing companies will grow rapidly, especially leading companies with strong technical strength, such as Sifang, Xu Ji Electric, and Guodian NARI; To develop opportunities, pay attention to companies that are actively involved in the sales of electricity, such as Beijing Cree, Sungrow, and Kelu Electronics; UHV DC equipment manufacturers, especially companies with high-performance flexible large-scale product businesses, such as Xuji Electric and Pinggao Electric Etc.; Electric vehicles, as a sub-industry of the electrical equipment sector, will continue to benefit from its industry chain companies.
Source of the data in the article: "2015-2020 China Electricity Sales Company Development Model and Investment Strategic Planning Analysis Report" by Qianzhan Industry Research Institute
- Categories:Industry News
- Author:
- Origin:
- Time of issue:2021-09-14
- Views:0
Since the beginning of this year, there have been frequent favorable policies for power reform, UHV channel construction, distribution network, and rural power grid construction. The high growth of the electric vehicle industry has also become one of the engines for the performance growth of the electrical equipment sector.
The "New Power Reform" has launched three themes of new energy grid connection, power sales testing and release, energy storage and microgrid. The CITIC Construction Investment Research Report pointed out that the objective status quo of the weak power distribution network and the demand for steady growth will drive investment in the power grid. In the future, the power distribution network will usher in rapid development, and leading enterprises in primary and secondary equipment will benefit.
Power system reform, new power reform industry is good for market industry chain
According to the analysis of the "2015-2020 China Electricity Sales Company Development Model and Investment Strategic Planning Analysis Report" released by the Prospective Industry Research Institute, the liberalization of China's electricity sales side means that more electricity sellers will enter the electricity market.
From the perspective of the development law of the international electricity sales side market, in countries such as the United States, Germany, the United Kingdom, Japan and other countries with outstanding achievements in electricity market reforms, one of their reform focuses is to introduce competition in the electricity wholesale and retail markets. As far as Germany is concerned, so far, its independent electricity sales companies have exceeded 1,000.
It can be seen that China’s current round of power reforms focusing on electricity price reforms and opening of the electricity sales side can be described as conforming to the law of historical development. Introducing a competition mechanism at the retail end, encouraging social capital to enter the electricity-selling market, and forming an electricity-selling market with diversified market players has become an irreversible trend.
The investment opportunities in the electrical equipment industry in the second half of the year are mainly concentrated in four areas. Benefiting from the increased demand for the transformation and upgrading of distribution networks and rural power grids, the performance of distribution network automation equipment manufacturing companies will grow rapidly, especially leading companies with strong technical strength, such as Sifang, Xu Ji Electric, and Guodian NARI; To develop opportunities, pay attention to companies that are actively involved in the sales of electricity, such as Beijing Cree, Sungrow, and Kelu Electronics; UHV DC equipment manufacturers, especially companies with high-performance flexible large-scale product businesses, such as Xuji Electric and Pinggao Electric Etc.; Electric vehicles, as a sub-industry of the electrical equipment sector, will continue to benefit from its industry chain companies.
Source of the data in the article: "2015-2020 China Electricity Sales Company Development Model and Investment Strategic Planning Analysis Report" by Qianzhan Industry Research Institute
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