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電氣設備新能源行業周報:新電改出臺
欄目:公司動態 發布時間:2019-09-20
新電改方案已出臺,把握三個投資方向:
 
1)新電改帶來的能源互聯網投資機會:中恒電氣、陽光電源、愛康科技
 
2)關注央企控股公司以及地方能源平臺:內蒙華電、上海電力、甘肅電投、福能股份。
 
3)緊跟電改政策方向:把握售電側確定性投資機會:國投電力、云南鹽化。
 
輸配電市場熱評:電改破題之年,加速推動能源互聯網
 
能源互聯網核心兩點:電力可以自由交易、分布式能源能夠大范圍參與,加上放開售電側,本次電改為能源互聯網下一步發展掃清了體制障礙。
 
隨著電動汽車大規模推廣、充電樁建設提速以及儲能技術的快速應用,能源互聯網建設將提速,隨著售電側放開,自由交易以及分布式能源推進,新的商業模式將誕生,最看好能源互聯網標的:中恒電氣(能源信息化龍頭),陽光電源(能源資產布局最完整:分布式電站、儲能、新能源車),愛康科技(能源后服務市場布局最完整:電站運維、融資租賃、碳開發)。
 
光伏市場熱評:光伏裝機超預期
 
能源局公布2015光伏裝機目標,裝機量17.8GW,同比大幅增長近80%。
 
我們認為:1)能源局公布2015光伏裝機目標,裝機量17.8GW,同比大幅增長近80%。2)西部地面大幅提升配額,東部分布式占主導,加上2.8GW光伏扶貧,有望超預期完成。3)推薦板塊龍頭板塊:陽光電源、愛康科技、林洋電子。
 
風電市場熱評:2015搶占海上風電市場
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