The high-speed train slowdown is expected to heat up after the rear-end collision; the earthquake in Japan may promote the adjustment of China's nuclear power construction; the investment management of wind power, solar power, etc. tends to tighten... All indications indicate that the “big and fast†strategic emerging industries projects are everywhere. The situation is expected to be contained.
According to industry insiders, it is necessary to strictly manage and rationally arrange strategic emerging industry investments so as to prevent the traditional industries from overcapacity and redundant construction.
High-speed rail hit high-end manufacturing
In general, the areas covered by high-end equipment manufacturing in one of the strategic emerging industries include aviation equipment, satellites and their application industries, rail transportation equipment, marine engineering equipment, and intelligent manufacturing equipment. Among them, rail transit equipment as the largest investment category occupies an important position in China's high-end manufacturing industry. The extent to which the recent railway accident will affect the development of rail transit is the focus of concern for all parties.
Dong Yan, a researcher at the National Transportation Research Institute of the National Development and Reform Commission, believes that although the long-term trend of high-speed rail construction will not change, frequent accidents will slow down the construction of high-speed rails.
Ping An Securities also holds similar views. Ping An Securities believes that frequent accidents in railway passenger transport will prompt the Ministry of Railways to re-examine the progress of railway construction and the pace of railway construction will slow down. Affected by the accident, the short-term railway industry will focus on ensuring the safety and stability of the overall situation.
According to wind statistics, last week the high-speed rail concept segment fell by nearly 10% (the total market capitalization weighted average). Since February this year, the high-speed rail concept has fallen by nearly 30%. After the corruption case of the Ministry of Railways occurred, investors are expected to slow down the growth rate of high-speed rail investment in the “Twelfth Five-Year Plan†period. The new Minister of Railways, Sheng Guangzu, also stated that this year's railway infrastructure investment will be reduced from the previous 700 billion yuan to 600 billion yuan.
New energy policy gate tightened
Another important industry in strategic emerging industries, new energy, has experienced a bottleneck after several years of rapid advancement.
The China Securities Journal reporter learned that in light of the development of onshore wind power, the new wind farm investment and construction management measures formulated by the National Energy Administration will be issued soon. The core content of this approach is that the National Energy Administration recovers the approval right of the onshore wind farm project of less than 50,000 kilowatts from the original Provincial Development and Reform Commission.
According to related persons, this move aims to further standardize the development of onshore wind farms. According to the previous relevant measures, onshore wind farm projects below 50 kilowatts were approved by the provincial Development and Reform Commission and submitted to the National Energy Administration for the record. Onshore wind farm projects of more than 50,000 kilowatts must be approved by the National Energy Administration. To date, 93% of local onshore wind farm projects have been approved by local authorities.
The industry believes that the National Energy Administration will recover the approval authority for onshore wind farm projects below 50,000 kilowatts, which will slow down the approval and approval of onshore wind farms, and reduce the market demand for wind turbines and parts and equipment. The performance of related listed companies has brought pressure.
From the announcement of the relevant listed companies in the near future, we can see that the slowdown in the growth of the wind power industry is an indisputable fact. Sinoma Technology achieved a total profit of RMB 96.3 million in the first six months of the year, a decrease of 47.95% year-on-year; net profit attributable to shareholders of the listed company was RMB 71.56 million, a year-on-year decrease of 12.82%.
In addition, overcapacity and grid-connected difficulties have restricted the development of the wind power industry. As of the end of 2010, China has become the first country with the largest installed capacity of wind power. Due to the rapid growth of installed capacity and unresolved grid-connected technology, wind turbines have been left unused, and over 30% of the newly installed capacity last year was not available online. Wasted. After land-based wind power has passed the staking and enclosure of many major power groups for many years, it basically left no room for investment, and investment has slowed down significantly.
The rising prices of raw materials have also increased the cost pressures for some wind turbine makers. A research report of CICC pointed out that since the main components of the direct-drive permanent magnet blower are mostly neodymium-iron-boron permanent magnets, the antimony in the neodymium-iron-boron material is a rare earth element, and the rising rare earth prices make the related manufacturers The cost pressures are getting greater and greater.
At present, there are two listed companies, Goldwind and Xiangdian, that use direct-drive permanent magnet technology to produce wind turbines. As of July 18, 2011, China-Belgium Fund, one of Goldwind's shareholders, has reduced 28,202,862 Gold Wind Technologies shares, accounting for 1.0466% of the company's total share capital. The company's share price also fell from nearly RMB 23 in March this year to its lowest level today. The 14 yuan.
Dim sales of electric cars
In addition to the slowdown in the growth rate of high-speed rail and wind power, new energy vehicles, one of the strategic emerging industries, have also recently experienced frequent problems.
On July 18, a bus on Changning Road in Shanghai spontaneously ignited. After investigation, the main cause of the accident was a problem with the lithium iron phosphate battery used in the car. Currently throughout the country, similar incidents of spontaneous combustion of electric vehicles have occurred.
Zhang Chengning, a professor of mechanical and vehicle engineering at the Beijing Institute of Technology, believes that at present, batteries are the bottleneck for the development of new energy vehicles. According to Xu Min, Dean of Automotive Engineering Research Institute of Shanghai Jiaotong University, new energy vehicles are regarded as assembled in traditional cars, and there is a lack of communication among battery, motor, and control system component manufacturers. The relevant product standards and testing standards are lacking. , is the underlying cause of similar accidents.
The Deputy Director of the Economic Committee of the National Committee of the Chinese People's Political Consultative Conference and the former Minister of the Ministry of Industry and Information Technology, Li Yi, recently estimated that the national automobile production and sales volume will reach 25 million in 2015, and pure electric vehicles will account for 1% of the market. Although this number earlier predicted that the "12th Five-Year" pure electric vehicle will drastically shrink the number of millions of vehicles, even if it is affected by many factors such as the safety of new energy vehicles and the imperfect construction of charging facilities, it is necessary to achieve The above goals still require the efforts of the industry.
A researcher who declined to be named stated that the main performance of BYD, which currently supports the concept of new energy vehicles, is still traditional cars, and the new energy vehicle business has not made any substantial contribution to the company's performance. The concept is fresh and sales are normal. This is a common problem faced by new energy auto companies.
In addition to bottlenecks in market sales, support policies that the industry has been waiting for have not yet been settled. As early as during the two sessions this year, Miao Wei, minister of the Ministry of Industry and Information Technology, once said that the "New Energy Vehicle Industry Plan" is expected to be announced in the first half of the year, but it is still unknown when the plan will be issued.
According to industry insiders, it is necessary to strictly manage and rationally arrange strategic emerging industry investments so as to prevent the traditional industries from overcapacity and redundant construction.
High-speed rail hit high-end manufacturing
In general, the areas covered by high-end equipment manufacturing in one of the strategic emerging industries include aviation equipment, satellites and their application industries, rail transportation equipment, marine engineering equipment, and intelligent manufacturing equipment. Among them, rail transit equipment as the largest investment category occupies an important position in China's high-end manufacturing industry. The extent to which the recent railway accident will affect the development of rail transit is the focus of concern for all parties.
Dong Yan, a researcher at the National Transportation Research Institute of the National Development and Reform Commission, believes that although the long-term trend of high-speed rail construction will not change, frequent accidents will slow down the construction of high-speed rails.
Ping An Securities also holds similar views. Ping An Securities believes that frequent accidents in railway passenger transport will prompt the Ministry of Railways to re-examine the progress of railway construction and the pace of railway construction will slow down. Affected by the accident, the short-term railway industry will focus on ensuring the safety and stability of the overall situation.
According to wind statistics, last week the high-speed rail concept segment fell by nearly 10% (the total market capitalization weighted average). Since February this year, the high-speed rail concept has fallen by nearly 30%. After the corruption case of the Ministry of Railways occurred, investors are expected to slow down the growth rate of high-speed rail investment in the “Twelfth Five-Year Plan†period. The new Minister of Railways, Sheng Guangzu, also stated that this year's railway infrastructure investment will be reduced from the previous 700 billion yuan to 600 billion yuan.
New energy policy gate tightened
Another important industry in strategic emerging industries, new energy, has experienced a bottleneck after several years of rapid advancement.
The China Securities Journal reporter learned that in light of the development of onshore wind power, the new wind farm investment and construction management measures formulated by the National Energy Administration will be issued soon. The core content of this approach is that the National Energy Administration recovers the approval right of the onshore wind farm project of less than 50,000 kilowatts from the original Provincial Development and Reform Commission.
According to related persons, this move aims to further standardize the development of onshore wind farms. According to the previous relevant measures, onshore wind farm projects below 50 kilowatts were approved by the provincial Development and Reform Commission and submitted to the National Energy Administration for the record. Onshore wind farm projects of more than 50,000 kilowatts must be approved by the National Energy Administration. To date, 93% of local onshore wind farm projects have been approved by local authorities.
The industry believes that the National Energy Administration will recover the approval authority for onshore wind farm projects below 50,000 kilowatts, which will slow down the approval and approval of onshore wind farms, and reduce the market demand for wind turbines and parts and equipment. The performance of related listed companies has brought pressure.
From the announcement of the relevant listed companies in the near future, we can see that the slowdown in the growth of the wind power industry is an indisputable fact. Sinoma Technology achieved a total profit of RMB 96.3 million in the first six months of the year, a decrease of 47.95% year-on-year; net profit attributable to shareholders of the listed company was RMB 71.56 million, a year-on-year decrease of 12.82%.
In addition, overcapacity and grid-connected difficulties have restricted the development of the wind power industry. As of the end of 2010, China has become the first country with the largest installed capacity of wind power. Due to the rapid growth of installed capacity and unresolved grid-connected technology, wind turbines have been left unused, and over 30% of the newly installed capacity last year was not available online. Wasted. After land-based wind power has passed the staking and enclosure of many major power groups for many years, it basically left no room for investment, and investment has slowed down significantly.
The rising prices of raw materials have also increased the cost pressures for some wind turbine makers. A research report of CICC pointed out that since the main components of the direct-drive permanent magnet blower are mostly neodymium-iron-boron permanent magnets, the antimony in the neodymium-iron-boron material is a rare earth element, and the rising rare earth prices make the related manufacturers The cost pressures are getting greater and greater.
At present, there are two listed companies, Goldwind and Xiangdian, that use direct-drive permanent magnet technology to produce wind turbines. As of July 18, 2011, China-Belgium Fund, one of Goldwind's shareholders, has reduced 28,202,862 Gold Wind Technologies shares, accounting for 1.0466% of the company's total share capital. The company's share price also fell from nearly RMB 23 in March this year to its lowest level today. The 14 yuan.
Dim sales of electric cars
In addition to the slowdown in the growth rate of high-speed rail and wind power, new energy vehicles, one of the strategic emerging industries, have also recently experienced frequent problems.
On July 18, a bus on Changning Road in Shanghai spontaneously ignited. After investigation, the main cause of the accident was a problem with the lithium iron phosphate battery used in the car. Currently throughout the country, similar incidents of spontaneous combustion of electric vehicles have occurred.
Zhang Chengning, a professor of mechanical and vehicle engineering at the Beijing Institute of Technology, believes that at present, batteries are the bottleneck for the development of new energy vehicles. According to Xu Min, Dean of Automotive Engineering Research Institute of Shanghai Jiaotong University, new energy vehicles are regarded as assembled in traditional cars, and there is a lack of communication among battery, motor, and control system component manufacturers. The relevant product standards and testing standards are lacking. , is the underlying cause of similar accidents.
The Deputy Director of the Economic Committee of the National Committee of the Chinese People's Political Consultative Conference and the former Minister of the Ministry of Industry and Information Technology, Li Yi, recently estimated that the national automobile production and sales volume will reach 25 million in 2015, and pure electric vehicles will account for 1% of the market. Although this number earlier predicted that the "12th Five-Year" pure electric vehicle will drastically shrink the number of millions of vehicles, even if it is affected by many factors such as the safety of new energy vehicles and the imperfect construction of charging facilities, it is necessary to achieve The above goals still require the efforts of the industry.
A researcher who declined to be named stated that the main performance of BYD, which currently supports the concept of new energy vehicles, is still traditional cars, and the new energy vehicle business has not made any substantial contribution to the company's performance. The concept is fresh and sales are normal. This is a common problem faced by new energy auto companies.
In addition to bottlenecks in market sales, support policies that the industry has been waiting for have not yet been settled. As early as during the two sessions this year, Miao Wei, minister of the Ministry of Industry and Information Technology, once said that the "New Energy Vehicle Industry Plan" is expected to be announced in the first half of the year, but it is still unknown when the plan will be issued.
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