电力设备与新能源行业上市公司 2016 年三季报表现靓丽。236 家行业上市公司2016 年前三季度实现营业总收入为 9837.92 亿元，同比增长 14.45%；归母净利润为 710.19 亿元，同比增长23.92%。其中，2016 年第三季度实现营业总收入为 3472.37 亿元，同比增长 15.27%；归母净利润为 234.61 亿元，同比增长 17.63%。

通过测算风电度电成本的相关影响因素，我们认为通过改善风机的利用水平，国内多省份已可实现平价上网。河北、山东、山西等 18 个中东部省份风电价格已经具备与当地煤电脱硫脱硝价格相竞争的能力，内蒙古、新疆、青海、北京等低电价地区，如以风电价格为 0.4元/kWh为平价条件，也可实现平价上网。东北三省、安徽、陕西、甘肃、宁夏、贵州等地实现风电平价上网难度较大，短期内难以获得根本性改善。

The evolution of smart homes has given rise to a centralized control of systems installed in homes including: Environmental control systems (air conditioning, heating, and ventilation) Household appliances (washing machines, refrigerators, freezers, and microwaves) Consumer electronics (TV, gaming consoles, and audio-video equipment) Building components (curtains, windows, and doors) In a connected home, these systems are connected to a computer, tablet, or a smartphone through a wired or a wireless network to enhance remote accessibility. Ubiquitous homes understand the requirements of occupants based on their lifestyle and behavior, and, hence, respond in a particular manner.

Centrifugal blowers deliver directional air flow by maximizing static pressure, making them optimum for spot cooling and air flow via a duct. Alternatively, their high suction can be utilized to hold an object in position. Also, their directed air flow can be used to move objects. The centrifugal force created by the forward curved vanes aligned in cylindrical form generates spiral flow almost perpendicular to the rotation axis. The scroll fixes the spiral flow in one direction and results in increased pressure. Thus, the blower limits the opening where the air is released and uni-directionally concentrates airflow.

The global popcorn machine market will witness an increase in demand with the rise in consumption of homemade popcorn. Increased product developments in terms of new flavors and packaging are helping vendors to penetrate the market. People have started buying popcorn in larger quantities and and at a greater frequency. In 2014, the US dominated the global popcorn market and accounted for 60% of the retail sales. The demand for popcorn as a healthy snack alternative is driving the market in North America. Also, there is a rise in demand for popcorn in emerging countries in APAC, where consumers snack regularly, and have preference for local flavors. As the market for popcorn grows, the global popcorn machine market will also see a surge in demand from consumers in the residential sector.

A fiber laser is a different form of solid-state laser that uses a medium of fiber covering instead of a shaft. The fiber in fiber lasers uses more surface area to disperse the heat quite easily. The increasing need for compact components in a variety of industries is bringing lasers into applications. Lasers help in the miniaturization process by providing a highly focused beam that can process very small components. This focused beam has the advantage of reducing thermal effects during material processing, enabling easier processing of thinner and more delicate materials compared to other processes. Lasers allow for non-contact processing, so there is no tooling wear, and the beam can be quickly manipulated at a precise angle, resulting in high throughput processing.

电机零部件领域深耕二十余载。神力股份成立于 1991 年，主营业务为电机定转子冲片和铁芯的研发、生产及销售。主要面对基础设施-轨道交通；发电领域-柴油发电、风力发电；电梯制造和机械传动等专用电机配套领域。

智能配变电行业翘楚，系统内配网改造与系统外增量配网双重收益。公司是我国最早进入智能变配电业务领域进行相关产品的研发和制造的公司，子公司珠海许继是国内最大的配网自动化成套设备供应商，智能变电站市占率 25%，配电自动化市占率 30%以上。国网规划“十三五”期间配网改造累计投资不低于 1.7 万亿元，公司有望显著受益。另外，电改逐渐放开增量配电网业务，公司未来有望在系统外拿到增量份额，强劲增长值得期待。 

亚威是国内中高端数控成形机床龙头：公司布局成形机床、激光加工设 备、工业机器人 3 大业务板块，主要提供金属板材加工一体化解决方案，满足中高端客户需求；公司业绩稳健，机床产品保持良好市场竞争力，二维激光切割机业务进入高速增长期，主营收入在行业下滑的不利条件下保持稳中有增，2016 年前三季度实现收入 7.9 亿元，同比增长 15.46%，归母净利润 0.55 亿元，同比下滑 13.02%，业绩表现优于行业平均。