Nuggets 300 Billion Smart Grid Finds Next Autotron

Last Friday, the State Grid announced that the smart grid investment this year will exceed 300 billion yuan news to promote, the smart grid concept plate collective "shake", Aote speed up close to 9%, Zhongyuan Huadian, Jingwei electrical material first take the lead The impact of daily limit, Siyuan Electric, Xiangdian shares, South China Electric, Dongfang Electronics, State Power Nanru recorded good gains.

State Grid released its 2011 social responsibility report on the 21st, revealing that this year's strong smart grid investment will exceed 300 billion yuan. Estimated data from CEC show that the “Twelfth Five-Year Plan” power grid investment has reached 2.55 trillion yuan, and it is expected that the power automation investment during the “Twelfth Five-Year Plan” will reach 2020-255 billion Yuan, that is, the average annual investment of electric power automation is 40-81-5 billion Yuan. It indicates that the smart grid has entered the phase of comprehensive construction.

According to the national grid plan, during the “12th Five-Year Plan” period, China will build 5,100 new substations with 220KV and above and renovate 900. It is expected that the price of smart substation secondary equipment will be about 30% higher than that of conventional substations, and the promotion of smart substations will increase the capacity of substation automation by more than 30%.

The listed companies in the smart grid, Yuan Yuhua and Autexun can be described as "double happiness," and the two companies also announced that they were shortlisted for the national grid procurement candidates. Among them, the total amount of equipment of Altsun’s winning bids amounted to 210 million yuan, which is almost equivalent to the company’s 2010 full-year revenue. Zhongyuan Huadian and Autexun soared 7.92% and 6.58% respectively on the day and led the entire smart grid segment.

The State Grid bidding project is carried out in 3 to 6 batches each year. The types of equipment for the tender include protection equipment, communication equipment and substation equipment.

The State Grid's first batch of bidding equipment in 2012 included transformers, switchgears, medium-voltage switchgears, and cable equipment, among which the demand for medium-voltage switchgears increased significantly, while the demand for transformer equipment fell slightly. At present, the listed companies that manufacture medium voltage switchgear are Senyuan Electric (002358.SZ), Xinlong Electric (002298.SZ), and Dongyuan Electric (002074.SZ).

For stocks such as Kelu Electronics (002121.SZ) and ST Huakong (000607.SH), which have seen continuous rises in stock prices last year due to successful national grid projects, they can also pay attention to their winning bids this year.

In addition to this part of the smart grid listed companies that may win the bid, some accumulated declines are too large, and stocks with strong oversold and rebound demand are also expected to relay 300 billion smart grid investments. This is the list of the top 10 stocks in the smart grid segment that have fallen since April 19 last year.

In addition, there are fixed-income programs in the company or participate in the company's increase in individual stocks may also generate self-help market. Among the listed companies, Shenzhen Huicheng, Huayi Electric, Wanma Cable, and Baosheng Co., Ltd. all implemented fixed-increase plans last year. Among them, Huayi Electric and Wanma Cable participated in the increase of fixed-stock institutions, and Huayi Electric decided to increase prices. It was 12.30 yuan, but the company only closed at 8.09 yuan on Friday.

Changyuan Group's fixed increase plan was approved by the appraisal committee on December 3 last year. The fixed price increase was 8.10 yuan, and the current share price of the company was 8.36 yuan. It did not leave the security zone. The implementation of the company's fixed-income program was about three months.