Extra-high voltage and smart grid development into the national "Twelfth Five-Year Plan" in the context of the national grid will be comprehensive to accelerate the development of strong smart grid. Electrical plate also ushered in a major investment opportunity. So, what are the stocks of electrical equipment? Come together to understand it.
What are the stocks of electrical equipment?
Electrical equipment stocks are many, which is important to break down the six categories of related companies:
1 power distribution equipment class enterprises: such as Beijing Kerui, Xinlong Electric, Senyuan Electric, Dongyuan Electric, Zhongneng Electric, etc.;
2 high-voltage power transmission equipment: such as TBEA, China Xidian, Tianwei Baobian, Siyuan Electric and other enterprises;
3 cable Class enterprise: Sampo Pharmaceuticals, in the super cable, Nanyang shares, the sun cable, Han cable shares, Wanma cable, Moen Electric, Jingwei electric material, Baosheng shares, etc.;
4 power transmission and transformation of the primary equipment plate related companies: Beijing Kerui, Xinlong Electric, Moriyuan Electric, Dongyuan Electrical Appliances, Zhongneng Electric, Sampo Pharmaceuticals, Guangdian Electric, Pinggao Electric, in the super cable, Zhongyida, Changgao Group, the Oriental Tower In the Li technology, Tridonic, Nanyang shares, etc.;
5 power transmission secondary equipment related companies: Xinlian Electronics, Polytechnic Monitoring, Dinghan Technology Guodian Nanrui, Sifang shares, Jaicheng Electronics, Guodian Nanshi, Xuji Electric, etc.;
6 power electronics related companies: Huichuan Technology, new time, Hekang Frequency Converter, Rongxin shares, Kewei Hengsheng, in the Heng Electric, INVISION, Cresta, Heshun Electric, Jiuzhou Electric, etc.
In addition, there are a number of power electronics and distribution network equipment sub-sectors and environmental protection boilers, hydropower equipment, etc. should also be concerned. The construction of power generation link focuses on renewable energy generation grid, operation control and power prediction, Rongxin shares (002123), Siyuan Electric (002028), etc. will undertake the transmission grid static reactive power compensation project; transmission link focuses on the construction of ultra-high voltage and trans-area transmission projects, the production of ultra-high voltage transformers, switches, converter valves and other major products, such as TBEA (600089), Tianwei Baobian (600550), Pinggao Electric (600312), Xuji Electric (000400), etc.; substation link of the construction of the focus is an intelligent substation with intelligent warning and monitoring functions, the production of digital transformers, switch control, sensors, relay protection equipment of the State Power Nanrui (600406), State Power Nanshi (600268), Xuji Electric, Jinzhi Science and Technology (002090), Changyuan Group, etc. ), long round group, etc.; distribution, power, scheduling link construction focus on intelligent power service system, intelligent power management equipment, as well as the integration of intelligent scheduling system, listed companies are mainly Kelu Electronics (002121), Guodian Nanrui (600406), Oriental Electronics (000682), etc..