Since the beginning of this year, the policies of power reform, UHV channel construction, distribution network and rural power network construction have been favorable frequently. The high growth of electric vehicle industry has also become one of the engines of performance growth of electrical equipment sector.

Since the beginning of this year, the policies of power reform, UHV channel construction, distribution network and rural power network construction have been favorable frequently. The high growth of electric vehicle industry has also become one of the engines of performance growth of electrical equipment sector.

"New power reform" opens the three themes of new energy grid-connected, sales and electricity testing, energy storage and microgrid. The CITIC Construction Investment Research Report pointed out that the weak objective status of the distribution network and the demand for steady growth will drive the investment in the power grid. In the future, the distribution network will usher in rapid development, and leading companies of primary and secondary equipment will benefit.

Power system reform, new power reform industry, good market industry chain

According to the "Analysis Report on the Development Model and Investment Strategic Planning of China's Electricity Sales Companies from 2015 to 2020" released by the Forward-looking Industry Research Institute, the liberalization of China's electricity sales side means that more electricity sales entities will enter the electricity market.

From the perspective of the development law of the international power sales side market, in the United States, Germany, the United Kingdom, Japan and other countries where the power market reform achievements are more prominent, one of the key points of its reform is to introduce competition in the power wholesale market and retail market. As far as Germany is concerned, so far, its independent power sales companies have exceeded 1000.

It can be seen that China's current round of power reform focusing on electricity price reform and the opening of the electricity sales side can be said to conform to the law of historical development. It has become an irreversible trend to introduce a competition mechanism at the retail end, encourage social capital to enter the electricity sales side market, and form a diversified market for electricity sales.

The investment opportunities in the second half of the electrical equipment industry are mainly concentrated in four aspects. Benefiting from the increasing demand for the transformation and upgrading of distribution networks and rural power networks, the performance of distribution network automation equipment manufacturing enterprises will grow at a high speed, especially leading enterprises with strong technical strength, such as Sifang Co., Ltd., Xu Ji Electric and Guodian Nanrui. Electricity reform brings development opportunities and pays attention to enterprises actively participating in electricity sales, such as Beijing Kerui, Sunshine Power Supply and Kelu Electronics. UHV DC equipment manufacturers, especially those with large product business, such as Xu Ji Electric, Pinggao Electric, etc.; electric vehicles as a sub-industry of the electrical equipment sector, its industrial chain companies will continue to benefit.

Data source: Prospective Industry Research Institute, "2015-2020 China Electric Sales Company Development Model and Investment Strategic Planning Analysis Report."

Lingrong Group adheres to the scientific and technological development strategy of "customer orientation, technological innovation, key breakthroughs and leading the industry" with the concept of "creating boundless and numerical control future", casting national brands, developing national economy and realizing industry serving the country. Group adhere to the "people-oriented, science and technology as the root" so that the enterprise has been developed by leaps and bounds. Actively respond to the national "One Belt One Road" policy, extend the concept of "Internet" to expand domestic and international markets, realize the road of steady, healthy and sustainable development of strong enterprises, and ensure mutual benefit and win-win cooperation.

 

Lingrong Group customizes the world's first automatic imported winding equipment, takes the deep integration of informatization and industrialization as the innovation point and entry point, firmly grasps the new liquid state of the economy in the new era, and uses its own scientific and technological advantages and product advantages to devote itself to the development and manufacture of new products in the field of electric power and energy equipment manufacturing. At present, it is transforming and upgrading to an information-based, intelligent and digital green factory to reduce energy consumption, promote the construction and make greater contributions to the goal of ecological civilization.