行业研究报告题录
制造业--电气机械和器材制造业(2014年第15期)
(报告加工时间:2014-09-16 -- 2014-09-30)

行业资讯

境内分析报告

  • 行业月度报告-电力设备201407
    7月份,受气温及上年用电量基数高等因素影响,全国全社会用电量增速下降较多,创16个月以来新低;轻工业用电增速低于重工业;制造业日均用电较上月略有减少,四大高耗能行业用电增速连续5个月高于上年同期;第三产业和城乡居民生活用电增速明显放缓。7月份,贵州、广西、湖南、四川、重庆、云南等地水电大幅增长拉动全国水力发电量快速增长;火电生产同比下降,共有17个省份出现负增长。电网投资与上年基本持平,电源投资大幅下降,全国基建新增保持较快增长。未来几个月,我国经济将继续保持平稳增长,电力消费呈现先降后升走势。预计下半年全社会用电量将达3万亿千瓦时,同比增长6.5%左右,全国电力供需总体平衡。电煤价格仍将维持低位,发电行业盈利仍将持续,但受上网电价下调影响,盈利空间下降。
  • 行业月度报告-电力设备201405
    5月,我国电力设备制造业运行基本保持平稳:发电设备和主要输变电设备产量增速虽有所降低,但依然保持增长态势;海外需求继续回升,行业出口额实现微幅增长;在下游需求增长刺激下,行业固定资产投资完成额增速持续提高;行业利润额增速虽然有所下降,但依然处于21.52%的较高水平。但与此同时,大部分产品低价竞争的状况没有出现明显改善,依然低位徘徊,这严重影响了企业盈利能力的进一步提高,也不利于行业结构的优化升级。预计上半年,电力设备制造业主要产品产量将持续增长,行业出口形势也将不断改善,但大部分产品价格很可能持续低位徘徊。
  • 基于修正业绩评价体系的我国家电制造企业绩效评价
    本文从盈利能力、成长能力、营运能力、偿债能力和企业规模五个方面选取指标,建立了公司经营业绩评价指标体系,并采用灰色关联分析模型,对我国家电行业上市公司2012年的经营业绩进行了评价分析,将这些公司的综合经营状况进行了排名。研究表明,我国家电行业竞争激烈,上市公司的经营业绩差距较大。此外,本文还针对实证结果进行了企业内部原因分析,并提出相应的改进建议。
  • 行业月度报告-电力设备201406
    6月,我国电力设备制造业运行明显好转:风力发电机组产量高速增长,变压器、电力电缆等主要输变电设备产量增速出现回升;海外需求稳步提高,行业出口额快速增长;在需求增长刺激下,行业固定资产投资完成额增速持续上升;行业利润额增速保持在20.34%的较高水平。与此同时,部分子行业产品价格实现回升,在中国机械工业联合会统计的电力设备制造业22个小类行业中,6月价格指数高于100的行业有6个,较上月增加3个,这表明部分子行业需求状况明显改善。预计下半年,电力设备制造业中新能源发电设备和主要输变电设备产量将稳步增长,行业出口形势将继续向好,行业投资增速可能会进一步提高,同时行业效益也将保持在较高水平。

境外分析报告

  • 全球核电蒸汽发生器SG市场报告(2014-2018年)
    Nuclear SGs are used to transfer the heat generated from the primary loop to the secondary loop. Piping systems, which have very high pressure and temperature, contain coolants and are called primary loops. A secondary loop consists of a separate piping system where water is converted into steam to rotate the turbines. The water that goes through the primary loop never mixes with the water from the secondary loop. The SG is linked between the primary loop and the secondary loop to generate electricity from the NPP.
  • 全球包装氮化镓LED市场报告(2014-2018年)
    A packaged GaN LED is a type of LED that contains an encapsulation made of an optical lens, bonding wires, electrodes, and resin. The diode emits green, pure green, and blue light. Packaged GaN LEDs were invented in Japan by Nichia in 1993 and were made available in the market in the late 1990s. They are widely used in the General Lighting segment in residential complexes, offices, retail stores, hospitals, and industries, and for outdoor lighting purposes. In comparison to the other types of LED, packaged GaN LEDs have some unique advantages, which include their higher luminosity and power efficiency. However, their main disadvantage is their high cost compared with standard LEDs.

外文技术报告

  • 加拿大-美国电力行业建模与区域能源开发系统的集成
    The electric power system in North America is linked between the United States and Canada. Canada has historically been a net exporter of electricity to the United States. The extent to which this remains true will depend on the future evolution of power markets, technology deployment, and policies. To evaluate these and related questions, we modify the Regional Energy Deployment System (ReEDS) model to include an explicit representation of the grid-connected power system in Canada to the continental United States. ReEDS is unique among long-term capacity expansion models for its high spatial resolution and statistical treatment of the impact of variable renewable generation on capacity planning and dispatch. These unique traits are extended to new Canadian regions.

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