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The second wave of rising pending policy building energy conservation as an important part of energy conservation and emission reduction is strongly supported by the policy. According to the national “energy-saving medium- and long-term planâ€, by 2010, China's urban construction should reach the design standard of 50% energy saving; by 2020, New buildings must achieve at least 65% energy savings. In order to achieve this goal, the market expects the "Three-year Plan for Building Energy Efficiency" proposed in March 2009 and is currently being drafted, which is expected to be introduced this year. Tianxiang Investment analysts told reporters that "the "plan" will have a substantial substantial benefit to the industry, which may be given a certain subsidy, the degree of subsidies or reference to home appliances to the countryside, roughly 17%."
The brokerage research report predicts that by 2015, the annual output of energy-saving glass represented by Low-e will reach 200 million square meters, which is about five times that of the current. Since last year, CSG A, Conch Profile, AVIC Sanxin, Yaopi Glass and other energy-saving glass related stocks have already performed, especially the conch profile has more than doubled.
Walls and roofs are also important ways of heat loss. At present, the building insulation materials mainly include polystyrene (PS) and polyurethane (PU), and the Ministry of Housing and Urban-Rural Development promotes new building energy-saving technologies, with emphasis on polyurethane materials. Tianxiang Investment analysts said that they can pay attention to polyurethane insulation board related companies, such as Yantai Wanhua and Hongbaoli. The two companies produce MDI and hard foam polyether respectively, which are the raw materials for the production of polyurethane insulation materials. “If there are policies related to building energy conservation after the 'two meetings', the sector will have more opportunities. The industry will have continuity. If there is no substantive policy, the stock price rise is more difficult,†he said.
In addition, Luyang shares related to ceramic fibers, Beixin building materials related to gypsum board for construction, and Shuangliang, the third largest styrene producer in China, are also worthy of attention. “The building hardware energy-saving sector can only grow steadily if there is no policy-driven There are policies that have exceeded expectations." The above analysts said that because the policy exceeds expectations, there are still variables, so investing in building energy companies needs to avoid high price-earnings ratio companies.
Policy Dividends Help New Energy Vehicles The development of new energy vehicle industry benefits from the clarification of policies. However, all the way to determine the construction of new energy vehicle infrastructure (such as the construction of charging stations, battery interfaces and performance standards) and subsidies for ordinary consumers to purchase new energy vehicles have become the two major bottlenecks restricting the development of new energy vehicles. . At present, the government is planning to increase the preferential policies for car subsidies for new energy vehicles, which is expected to be introduced in the first quarter of this year. According to the analysis of the analysts of Shenyin Wanguo, the government may take the lead in piloting in five cities. The subsidy funds will be jointly undertaken by the state, pilot cities and local car companies. The method may be based on tax reduction and exemption, supplemented by cash subsidies.
Another major policy, “New Energy Vehicle Development Planâ€, will clarify the development goals of the new energy vehicle industry at various stages, clarify the localization rate indicators for key components and other five supporting policies. The “Planning†may be officially announced in March. . These are the industrial policies that are worth looking forward to during the "two sessions" and after the meeting.
Brokerage analysts said that it is expected that the introduction of relevant policies will make the new energy auto sector appear "two sessions" market. However, since the sector performed relatively well in the early stage, the probability of a sharp rise is small. Galaxy Securities strategist Zhang Wei also told this magazine that "new energy vehicles have shown a big wave last year. It is expected that the growth rate of this sector will decline this year, but it will maintain a phased upward trend."
Jin Bailing invested in Qin Hong to the reporter of "Red Weekly" and said, "According to different operational angles, the new energy auto sector can be divided into market angle and industry perspective. The market perspective generally chooses low-priced stocks, most of which are concentrated in the whole vehicle sector, such as Ankai Bus, Zhongtong Bus, Shanghai Auto, Changan Automobile, Foton Motor, etc. However, from the perspective of value and performance growth, the sector will fluctuate greatly; from the industry perspective, it should focus on the relevant stocks of battery energy storage. It is the value of new energy vehicles."
Jianjian said that in the next 3-5 years, nickel-metal hydride battery HEV (hybrid vehicle) will remain the mainstream of new energy vehicles. After that, PHEV (Plug-in Hybrid Electric Vehicle) and EV (Pure Electric Vehicle), which are mainly driven by lithium iron phosphate batteries, will usher in broad development prospects and be optimistic about the investment opportunities emerging in the new energy vehicle battery industry in the next three months. Can pay attention to Keliyuan, Shanshan, Jiangsu Guotai, Tibet Mining. This year, the State Grid and China Southern Power Grid began to deploy electric vehicle charging stations in key cities. The oil giants also expressed their intention to advance into the field of new energy vehicles. Shenyin Wanguoguo pointed out that "in the first stage, the charging equipment supplier is the first to contribute performance, the performance growth is the most certain, and the key recommendation is Autox." It is necessary to note that Autoxun, Shanshan, Jiangsu Guotai are currently The increase is too large and investors need to be cautious.
Energy-saving sectors such as construction hardware perform well
It is reported that energy conservation and environmental protection, green economy, is the production that is strongly advocated by the construction, automobile, hardware and home appliances industries. The “two sessions†of the country were held soon, and the energy-saving and emission-reducing sector was once again eye-catching, especially for new energy vehicles and building energy-saving stocks, which regained strength after a small correction in the previous period. The market is optimistic that the topics of new energy that are being discussed hotly at the local "two sessions" are expected to be reflected in the "two sessions" of the country. The two sectors are expected to be boosted by new policies.