行业研究报告题录
电力、热力、燃气及水生产和供应业(2017年第23期)
(报告加工时间:2017-07-17 -- 2017-07-30)

境内分析报告

  • 新能源-第512期
    每年输电量可满足湖南省 1/4 的用电需求。从甘肃省电力公司获悉,总投资达 262 亿元,将甘肃风能和太阳能电力直送湖南省的我国首条大规模清洁能源输送特高压直流输电工程(酒湖工程) 23 日正式全线带电投产。
  • 新能源-第511期
    近日,在国家能源局召开的党组扩大会议上,发改委副主任、国家能源局局长努尔·白克力表示,中央财经领导小组第六次会议指出,能源革命战略思想首次把能源发展提升到革命的战略高度,形成了化解能源资源和环境约束、促进人类永续发展、建设人类命运共同体的“中国方案”。在未来能源工作的 7 个方向中,努尔·白克力提出,首先是研究制定 2050 年能源转型路线图,明确重要时间节点、阶段性目标和具体路径。
  • 公用事业行业:电力盈利反转,改革一触即发-2017下半年投资策略
    用电需求增速放缓,新增煤电装机亟待遏制:2014年起火电装机增速高于全,社会用电增速,供给过剩导致效率下降。2016年火电利用小时创新低:较历史平均低20%,较尖峰水平低40%。
  • 电力设备行业:盈利增速趋缓,重点关注新能源汽车板块-2017年中报前瞻
    整体业绩增速略逊于去年。截止 2017 年 7 月,电力设备新能源行业已有 83 家上市公司披露 2017 年半年度业绩预告,其中:49 家业绩预增,占比为 59%; 23 家业绩预减,占比 28%;另有 9 家业绩基本持平。从已经公布的业绩预告来看,电力设备新能源行业 2017 年上半年业绩增速低于去年同期,主要原因是去年基数偏高。

境外分析报告

  • 全球碳捕获和封存市场报告(2017-2021年)
    Today, the world is highly industrialized and technology driven, and, as a result, energy sources are critical for global economy. For the past five decades, fossil fuel has been the most commonly used form of energy source worldwide. However, overdependence on fossil fuels has its own shortcomings, including its impact on the environment such as global warming.
  • 全球电路保护市场报告(2017-2021年)
    Circuit protection devices are used to protect the electrical equipment and the user in case of unexpected power fluctuations. These devices are installed to intentionally interrupt the electrical supply in the event of overcurrent, overvoltage, or overheating. Current and voltage fluctuations can reduce the product life of electrical and electronics equipment significantly, and the undue heat generated can cause fire and lead to human and property damage. The circuit protection devices are manufactured in compliance with safety and performance standards for electrical transmission and distribution networks and electrical equipment.
  • 全球能源行业IT市场报告(2016-2020年)
    The IT spending in the energy sector market is growing at a significant rate. The energy sector IT spending is driven by advanced IT solutions such as analytics,smart grids, Internet of Things (IoT), and cloud computing. The IT modernization projects in the public sector are revamping the ICT infrastructure in the energy sector. They have attracted investments in IT solutions and services.The Americas are the leading region where firms are implementing IT solutions in the energy sector. However, the demand for cloud-based services is increasing significantly in the developing regions of EMEA and APAC to boost the ICT infrastructure at minimal upfront investments.We expect the oil and gas companies to adopt the use of new technologies (such as cloud, geo-location, near-field communications, and analytics) to enhance the operational efficiency. Mobile and web services are some of the major IT investment areas that should be targeted by the oil and gas vendors during the forecast period. In addition, the solar companies are implementing analytics and cloud-based services to market solar power energy solutions in the consumer market.
  • 全球工业节能服务市场报告(2016-2020年)
    In this report, Technavio covers the present scenario and the growth prospects of the global industrial energy-efficiency services market during 2016-2020. The report also presents the vendor landscape and a corresponding detailed analysis of the top four vendors operating in the market. To calculate the market size, we consider the revenue generated from sales of industrial efficiency services in the process and discrete industries.

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