Low carbon economy will no longer focus on four plates strung 2010 main investment

The third session of the National People's Congress and the CPPCC National Committee of the eleventh session of the National Committee of the third, will be held in Beijing in March 5, 2010 and in March 3rd on the opening of the. In the global economy is in a critical period of initial warming, the convening of the two sessions will cause widespread concern throughout the country and the world. The two sessions will be involved in the hot topic of China's economic development will inevitably have a greater impact, while the stock market will be a corresponding response to the hot spots.

The relevant media reports, this year the CPPCC one proposal will be "on promoting the development of China's Low-carbon Economy Bill", in this version of the low carbon economy smart grid, energy saving and emission reduction, solar energy, offshore wind and other four kinds of the concept of plate and stocks investment opportunities of mining and analysis, in order to provide dinner for reader.

Energy saving and emission reduction institutions optimistic about the two types of stocks

Summary of background data: at the world climate change conference in Copenhagen, Premier Wen Jiabao has demonstrated to the world the determination of the Chinese government to change the mode of industrial development. In the past ten years, with the increase in the proportion of the second industry, the proportion of energy consumption in the second industry is also significantly increased. China has become the world's second largest energy consumer, according to a new report by the U.S. energy agency.

Recently, the general office of the State Council issued a notice, the State Council decided to set up a National Energy Commission, Premier Wen Jiabao as director. The main duty of the National Energy Commission is responsible for drafting national energy development strategy research, review of major issues of energy security and energy development, coordinating major issues of domestic energy development and international energy cooperation.

From the above information revealed that energy saving and emission reduction will become the top priority of our country, in the future for the rational use of energy and energy conservation and emission reduction of a series of policies will be further improved and policy support.

Industry trends: in 2009 under the influence of the international financial crisis, not only the rapid economic recovery, to achieve the goal of "8", energy-saving emission reduction has also been actively promoted, received remarkable results. Data show that the first half of 2009, the unit GDP energy consumption fell 3.35%, a decline of 0.47 percentage points year-on-year improve; added value of above scale industrial unit energy consumption down 11.35%; the first half of 5% reduction in carbon dioxide emissions, chemical oxygen demand (COD) emissions decreased 2%. At the end of June 2009, China's energy consumption per unit of GDP is based on the total in 2005 to reduce 13%. Full description of Chinese promised to 2020 carbon dioxide emissions per unit of GDP than in 2005 dropped goal is the effective part. Investment strategy: according to the Securities Daily Research Center statistics, involving energy-saving emission reduction A shares have 80, belonging to a number of industries, including: home appliance industry, water treatment, environmental protection, electricity and other industries. From last week's performance, or more than 10% of the shares have snow Wright (002076), aerospace long peak (600885), East Lake hi tech (600133) stock. Rose more than 5% of the stock is Luyang shares (002088), Katie power (000939), Yantai moon (000811), audio (600651), Tongji Science and Technology (600846), Fangxing science and Technology (600552).

Wealth securities promising lighting energy saving. They believe that the high growth of the LED industry has been unstoppable. Due to the lighting electricity accounts for about 12% of the total electricity consumption in China, compared with incandescent lamp and fluorescent lamp, LED light source has significant advantages in energy saving and environmental protection. Under the pressure of carbon emission reduction and national policy support, the LED industry in the next few years, high growth is a foregone conclusion. They give an optoelectronic "recommend" investment rating, given the Tianfu Thermoelectric "cautious recommendation" investment rating.

The Great Wall Securities believes that low-carbon economy is the future trend of development, thermal power industry is imperative. Because of global warming, low carbon economy becomes the trend of the times, and our country faces problems of energy resources per capita less, these factors have on China's high energy consumption and high emissions of thermal power industry is a huge pressure, energy-saving and emission reduction in power industry is imperative. Recommendations focus on manufacturing air cooling equipment, air conditioning (600202) and Shuangliang shares (600481).

Smart grid with the end of the two equipment industry highlights opportunities

Background: the national Power Grid Corp released the 2010 1 document: "on accelerating the construction of strong smart grid views", the China's smart grid construction and the basic principle, overall goal and focus of the work in 2010. The views put forward in 2010, the "two vertical and two horizontal UHV AC subsequent engineering construction, cross HVDC project production scale reached 12 million 900 thousand kilowatts, increase investment in the construction of distribution network, intelligent pilot project completed on schedule, key technology research, equipment development and standards for new progress.

Industry trends: October 2007, East China Power Grid started the feasibility study of smart grid planning, to 2010 completed the preliminary power network dispatching center, 2020 fully completed the intelligent and digital network, built in 2030 with the self-healing ability of the smart grid. In late 2009 5 UHV International Conference held in Beijing, the meeting reaffirmed the UHV power grid to meet the conditions of our country, once again made clear our country to build a unified strong smart grid, focus on the development of early on the distribution side and user side, two-way interactive network construction. Key technologies include renewable energy and distributed power grid technology, coordinated operation of electric vehicles and power grids, and interactive grid technology. November 18, 2009, the national Power Grid Corp unified strong smart grid construction research forum held in China Electric Power Research Institute