3 月 21 日，河钢集团与中国工程院战略咨询中心、中国钢研科技集团、东北大学在北京签订合作协议，联合组建的“氢能技术与产业创新中心”正式揭牌成立。创新中心成立后，河钢将加速打造最具竞争力氢能应用示范企业，这一跨界举动引起行业的极大关注。

3 月 24 日，国家发展和改革委员会副主任宁吉喆在中国发展高层论坛表示，要扩大改革混合所有制改革试点，全力推进铁路油气电力垄断行业改革。

3 月 19 日下午，国家能源局华北监管局官方网站刊发《华北能源监管局关于试行规范风电和光伏发电项目并网启动试运行期限的通知》（以下简称通知）。

Buildings are responsible for up to 24% of greenhouse gas emissions and account for over 40% of the world’s total primary electricity use. These numbers are increasing YOY, due to the rising world population and improving living standards. The global landscape is likely to be confronted with an energy shortage in the future, and unfavorable climate changes are quite evident. It has been established with sufficient evidence that the present energy generation system is not sustainable. There is a need to shift to renewable sources such as solar energy for clean and sustainable energy.

Increasing adoption rate of smartphones among consumers across the globe due to their changing lifestyle is likely to remain an important driving factor for global power banks market. Smartphones have been ruling the emerging markets such as India, China, and Brazil etc. as the technologies are becoming cheaper, also the market expects to be successful in emerging markets where there is a lack in the power grids. The market growth is projected to rely on developing markets as the other developed markets such as North America, Japan, and Western Europe has reached satiety.

The LPG vaporizer market is segmented based on four parameters, namely product, capacity, end-use and region. The first level segmentation of market includes product type into the following categories: direct-fired vaporizer, electric vaporizer and steam bath vaporizer. The second segment is bifurcated on the basis of different LPG vaporizer capacities in gallons/hour. On the basis of end-use, the market has been divided into commercial, residential, industrial and agricultural applications.

国内风电整机板块业绩修复将滞后零部件板块 12 月左右，待消化完手中低价订单，并且新产品进入批量化生产成本降低后，风电整机厂商在 2019 年下半年盈利能力开始修复，并在 2020 年进入业绩快速增长周期。建议关注风电零部件板块在市场扩张周期内的投资机会，并提前布局 2020 年量价齐升的风电整机板块。

2019年新能源汽车产销实现开门红，预计一季度实现销量25万辆，同比超70%。二季度具有一定冲量动机。结构方面，乘用车优于客车优于专用车，乘用车依旧是主力，A级车将维持18年的增长趋势。维持2019年新能源汽车180万辆的判断。

投资建议：鄂湘赣三省区域火电上市公司主要包括长源电力、湖北能源、华银电力和赣能股份。由于湖北省运距较近、疏运系统建设进度较快，初期运力投放或以湖北省为主，我们预计湖北省火电企业最先受益，推荐湖北能源，建议关注长源电力、华银电力、赣能股份。