Copenhagen climate summit LED lighting win new investment opportunities

On December 7th ~18, the global attention to the "United Nations Framework Convention on climate change" the fifteenth conference of the parties and the "Kyoto Protocol" of the fifth meeting of the parties will be held in the Danish capital of Copenhagen; from more than and 60 countries of the world leaders will gather here, plans were taking to curb climate warming. In the next two weeks from next Monday, the A market is destined to turn around the Copenhagen conference.

The Copenhagen meeting in the face of a much wider than the new energy low-carbon economy, which sub plate will have a better chance of the daily economic news invited industry analysts to answer these questions.

Focus on what can bring to A shares?

After the beginning of November after twists and turns, the outside of the meeting is also expected to gradually shift to the positive side, especially after China and the United States in Zhou Shuangshuang announced targets. SW believes that under the efforts of China and the United States, the results of this meeting will not be lower than expected.

The new energy industry Xiangcai securities analyst Feng Shun also tend to form a framework agreement in the world, his team in the last two months of the A shares of low carbon economy carried out systematic and detailed. Feng Shun said that if we can further quantify the specific emission reduction targets on this basis, then the outside world is beyond expectations.

On the whole, the major analysts agree that the A shares of low-carbon plate can start with the Copenhagen meeting, a strong policy is expected to be the most important factor. Feng Shun said that if our country in this conference to show a higher attitude, then the first half of next year is expected to enter the new energy, energy conservation and emission reduction policies intensive release. The first release of the future should be the overall planning of the overall plan, and then by the ministries to improve the specific details such as subsidies, taxes and other measures.

Focus two A shares to invest what plate?

Low carbon economy covers a wide range, far from being familiar with the market, "new energy" can be summarized. In fact opened recently released major brokerage industry report, you can see the "low carbon" has become a huge system including wind power, solar, nuclear power, biomass energy, smart grid, new energy vehicles, IGCC, CCS, BIPV, LED and CDM sub industry.

Then, the meeting in Copenhagen is approaching, investors should choose which sector to invest? For this problem, the major brokerage researcher felt quite embarrassed, Feng Shun said it's hard to say who is particularly good, who will have the opportunity, even if there is a policy, it is difficult to just for one or several segments in addition, in time is particularly hard to grasp.

But for the Copenhagen meeting, the market has its own special interpretation. After the Shenzhen private person told reporters that both the new energy and low carbon, even if there is a policy support and concept than substance, and funds for the concept of speculation has always been the "love". So from the actual terms, compared to have the market understanding of wind power, photovoltaic and other traditional alternative energy "new things", the opportunity will be more.

The "daily economic news" in an interview with industry analysts, the clean coal technology, building energy-saving, CDM project as a key period of the securities market weekly introduction, the sub sector followed the following conditions: occupy an important position in the low carbon economy, a clear policy expectation or a listed company can benefit materially, and related stock market has not been excavated.

Focus areas

Clean coal field

In mid November, U.S. President Obama visited China, China and the United States issued a joint statement. The statement stressed that the two countries will expand cooperation in energy efficiency, electric vehicles, clean coal utilization, carbon capture and sequestration, nuclear energy and other fields.

How important is clean coal technology to clean coal technology in China?. "The Yuan Securities of low carbon economy and new energy group researcher Zhou Haiou said, rich coal less gas resource conditions, determines the power as the main energy structure will not change in the short term, the development of clean coal power generation technology without pollution is the key to achieve the low-carbon economy in china.

Although there are two technologies of integrated gasification combined cycle power generation and carbon capture and sequestration, Feng Shun said that the former will be the mainstream of clean coal power generation technology in the future. CCS the current cost is too high, although there are IGCC cost problems, but in terms of recycling efficiency, waste utilization, carbon emission reduction, water saving and other advantages. But Feng Shun also stressed that despite the broad prospects, but at this stage of China's IGCC is also a conceptual nature.

By taking the link equipment IGCC system, gascifier listed companies Huaguang shares, heavy land and sea, Dongfang Electric, Keda Electrical, gas turbine with Dongfang Electric, Shanghai electric furnace, air separation, tianke.

LED lighting

Said in the industry seminar on R & D and Industry Alliance Deputy Secretary General of the national semiconductor lighting project Ruan Jun long before the next Congress I continue to promote LED lighting, including the national development and Reform Commission intends to LED lighting into the scope of subsidies, and local government subsidies on LED street.

LED lighting market to start a large-scale, for the development of the industry is definitely a leap of improvement, only need to imagine home lighting, street lamp, landscape lamp at large are replaced with LED lights, the investor has been able to measure the size of the market. Industry research firm expects