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十面“霾”伏催热空气净化器市场
中怡康对消费者的一项调查显示,消费者对食品安全、饮用水安全和空气质量的关注度超过95%。国内空气污染状况严重,雾霾天气频发,当PM2.5在北京等城市肆虐引起公众广泛关注的时候,中国空气净化器市场前景一片光明。
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电力——第448期
报告从主要发电企业集团动态、电力产业环境、国内电网动态、电力设备行业信息、港台电力行业信息、国际动态等几个方面进行了分析评论。
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电力设备行业:分化加剧,强者恒强-2013年中期投资策略
未来中国经济增速趋缓,我们预计下半年GDP增速为7.4%,全社会用电量增速为 5%-5.5%左右。预计下半年电网投资增速仍维持低位,但仍存在局部性的机会,如特高压、国网系、低压电器等。目前来看,国网分拆不太可能,大的人事变动也不会发生,关注国网系公司做大做强带来的投资机会。预计2013年特高压项目总量在千亿左右规模(分两年左右建设投资,2013年的特高压总体投资至少在五百亿左右),预计将拉动平高电气、许继电气等公司的业绩。
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中国电线电缆制造业报告(2011-2015年)
The different types of wires and cables manufactured are used for the transmission of analog and digital signals as well as for power transmission. The key raw materials required for the manufacture of wires and cables are copper and aluminum. The wires and cables manufactured in the country are used for domestic as well as foreign consumption.The Wire and Cable Manufacturing industry in China has been witnessing a positive growth over the last couple of years. This is in line with the overall development in industrial activities taking place in the country. With increasing demand for wires and cables in the domestic as well as in the international markets expected throughout the forecast period, the Wire and Cable Manufacturing industry in China is expected to grow at a CAGR of 16.9 percent.
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电气设备行业:弱势复苏,智能电网、特高压、节能环保亮点突出-2013年中期投资策略报告
电网投资和电源投资规模或将超出市场预期:国家电网和南方电网近几年财务状况良好,具备大规模投资的资金保障,且智能电网、特高压等领域的投资或将导致电网投资超出年初规划;煤炭价格下跌,发电企业盈利能力明显改善,具备继续扩充装机规模的动力,叠加核电重启等因素,电源投资也将保持稳定或小幅增长。
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电力——第446期
报告从主要发电企业集团动态、电力产业环境、国内电网动态、电力设备行业信息、港台电力行业信息、国际动态等几个方面进行了分析评论。
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电力——第447期
报告从主要发电企业集团动态、电力产业环境、国内电网动态、电力设备行业信息、国际动态等几个方面进行了分析评论。
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中国电气机械及器材制造业市场报告(2011-2015年)
The Electrical Equipment and Machinery Manufacturing market in China has most of its revenue generated from the east, south, and north-east regions of China. The electrical equipment and machinery manufacturing companies in the east China region contributed 41 percent of the revenue generated in the Electrical Equipment and Machinery Manufacturing market in China in 2011. The revenue generated from direct sales to downstream manufacturers contributed 47 percent of the market revenue generated in 2011. The top three to four product segments contributed 70–75 percent of the market revenue in 2011. With several factors supporting its growth, the Electrical Equipment and Machinery Manufacturing market in China is expected to grow at 15.3 percent CAGR during the period 2011–2015.
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电气设备行业:用新思维摆脱传统逻辑束缚找寻新机会
提出新思维I:环保、健康和城镇化解释板块机会逻辑背后的逻辑。提出新思维II:产业内外拓展重组会逐渐成为新趋势,需引起重视。发电端:水电持续看好,核电、风电、光伏呈现底部企稳迹象。输变电端:站在环保的高度继续看好特高压和智能变电、配电端。用电端:从环保、城镇化角度看工控,从大健康角度看锂电板块。