International oil prices electronic industry investment into new energy

With soaring international oil prices, alternative energy investment once again become a hot topic. On both sides of the capital markets and electronic forum held on the day before the Orient Securities, Taiwan Securities and Orient Securities analysts believe that the value of solar energy will be good. At present, the global increase in new energy development efforts. The European Union is preparing to introduce a new energy policy, which will raise the utilization ratio of renewable energy from 6% to 2020 in the current year by up to 20%. World wind energy association requires 2010 global wind power generation capacity will be increased by 1 times.

China's renewable energy medium and long term development plan shows that by 2020 China's renewable energy in the proportion of energy structure for 16%. Among them, the wind power reached 30 million kilowatts, solar power reached 2 million kilowatts, and strive to make renewable energy power generation installed capacity of the total installed capacity of more than 30%. At present, the proportion of renewable energy in total energy production is about 7%.

The government encourages policies to promote the rapid development of solar energy and wind power industry in the next few years. Taiwan securities data show that by 2010 the global installed capacity of solar energy will exceed 20 thousand MW.

Strong market demand will promote the development of polysilicon, solar cell industry. Analysts expect the global solar polysilicon production capacity in 2008 was to reverse the current supply situation, but in the subsequent two years, polysilicon production capacity will still be unable to meet the rapid growth of solar energy installed capacity demand. Therefore, Xinguang silicon industry, research of Silicon Valley (600206), twbb (600550) enterprise, Wuxi Suntech solar energy industry investment market will be more attention.

The Orient Securities is expected, China's wind power installed capacity will also increase significantly, from the current 259.88MW increase to 1000MW in 2010. Related to this enterprise of Hunan Electric shares (600416), TBEA (600089), the Great Wall electrician (600192), (600111) rare earth hi tech enterprises will benefit from the development of wind power industry.

In addition to increasing the supply of alternative energy, energy saving industry is also concerned about the investment community. Taiwan Securities believes that the next 10 years, the rapid increase in demand for LED.

The agency expects the next two years, the global LED market size reached $6 billion 850 million and $7 billion 670 million, an annual growth rate of 11% and 12%, respectively. Power saving, long life and other characteristics of the LED in the mobile phone, notebook computers, cars, especially outdoor lighting and other fields have been widely used.

Orient Securities expects domestic LED sales this year is expected to reach 22 billion yuan next year will reach $25 billion. At present, the main purpose of the domestic LED lighting, new urban construction of high brightness, energy saving and beautiful LED lighting products demand increased dramatically.

At present, there are 6 major domestic LED industry base, located in Dalian, Shanghai, Nanchang, Xiamen, Beijing and Shenzhen City, including LIAN, three, photoelectric century Jingyuan company as the core enterprise of the domestic LED industry. Silan and LED products monthly sales have exceeded 10 million yuan, the growth momentum amazing.

In addition, Orient Securities believes that the electronic industry should pay attention to the following three types of enterprises: benefit from the advantages of industrial transfer manufacturing enterprises, with strong independent innovation ability of enterprises and enterprises with comparative advantage. Among them, GSST (600183), beauty appliances (000527), the development of the Great Wall (000021), ZTE (000063), LEYBOLD Tech (002106), three rings (000970) and other enterprises concern.

With the surge in international oil prices, alternative energy has become a hot topic of investment.