行业研究报告题录
电力、热力、燃气及水生产和供应业(2018年第6期)
(报告加工时间:2018-02-05 -- 2018-02-11)

行业资讯

境内分析报告

  • 新能源-第538期
    2017年12月28日,国家发改委、国家能源局印发《关于开展分布式发电市场化交易试点的补充通知》,这是继2017年11月《关于开展分布式发电市场化交易试点的通知》下发后的又一补充通知,原通知要求分布式发电项目可采取多能互补方式建设,鼓励分布式发电项目安装储能设施,提升供电灵活性和稳定性。
  • 汽车行业:新能源车购置税免征政策延续至2020年-月报(20180123)
    购置税免征一直是国家层面推广新能源汽车的主要鼓励性政策之一。由于新能源车的电池成本高,购置税的收取将加大产业链的压力,同时影响消费者的购车热情。此次购置税免征保证了政策的延续性和稳定性,而三年的免征期限表明了国家大力发展产业的信心和决心。另一方面,免征标准与过去基本保持一致,沿用之前目录意味着满足现有条件的车型都将享受优惠。因此,作为普惠性的基础政策,该政策是对新能源企业和消费者的重大利好。

境外分析报告

  • 全球生产水处理市场报告(2017-2021年)
    The oil and gas industry is one of the biggest industries worldwide. Crude oil and natural gas are found in rock formations in the earth's crust. The depths at which oil and gas reservoirs occur can vary from a few feet to more than 40,000 feet. The extraction of these valuable petroleum resources achieved by drilling through the surface to the depths where these resources occur. The activities involved in the extraction, transportation, and processing of the oil and gas resources are divided into the following segments:
  • 全球工业电池物料搬运设备市场报告(2017-2021年)
    Material handling equipment refers to a range of products that aid in the transportation and storage of materials. Such equipment enhances and streamlines supply chain distribution channels, increases the operational efficiency and the workflow in manufacturing, and manages warehouse operations for optimum utilization. The equipment offers an accurate, process efficient, and cost-effective method for the swift movements of goods across and within organizations. The material handling equipment market is increasing year-over-year owing to the dramatic rise in ecommerce and online shopping portals. This equipment is used for managing and handling the goods in material handling sites such as warehouses. Stackers are used in managing the stacks of goods and materials whereas forklifts are used in moving the whole stacks from one place to another and loading and unloading of goods from trucks.
  • 全球超声波气体泄漏探测器市场报告(2017-2021年)
    A gas detector, part of a safety system, is used to detect the presence of gasses in an area. This equipment is used to detect a gas leak or other emissions that can interfere with the control system so that a process can be shut down automatically. In addition, these gas leaks can be hazardous to the equipment and personnel in the industrial environment. The detector raises an alarm which signals operators to leave the area.

投资分析报告

  • 风电行业:势起风至,未来已来
    风电行业分析框架再思考:随着抢装效应的逐渐弱化,过去只需紧盯 电价调整政策的分析框架已经不适用。对此,我们提出一套全新的分 析框架,首先,电价调整政策依然会影响行业抢装需求,只是模式相 比以前出现了变化;其次,影响行业需求的核心要素是限电问题的改 善带来利用小时数提升,从而改善企业存量电站的盈利能力,继而增 强原业主投资动力,同时吸引新业主投资风电场;最后,分散式风电 与海上风电也是推动行业需求增长的重要力量。

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