Huatai joint: strong focus on new energy auto industry

   
Joint huatai securities analyst Haisheng Wang, Yuan Yao for power and new energy industry research report released on September 13, think energy sector as a whole into the header block, the opportunity also to wait for the fall. Maintain electrical equipment with new energy industry "overweight" investment rating. Furthermore, highlight, new energy vehicles are still new energy sub-sectors should be close attention.

Report finds that luxury of photovoltaic energy, and economic relevance is very high, PV market when warmed, it depends on when the eurozone economy hit bottom and core standards of the smart grid is not a day, sufficient experience of the pilot project is indispensable. Intelligent substation of construction, also will with in China new energy power generation grid-connected, and energy structure adjustment gradually promoting, therefore intelligent grid market will experience "slow cattle" of development process, in short-term within does not concentrated outbreak; new energy car development planning most important of is indicates that has vigorously development new energy car of position, future 10 years industry keep 70%-100% of composite growth is also large probability event, new energy car still is should vigorously concern of new energy child industry.ADD730 Ingition Spark Indicator
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