In the field of coal chemical industry, the clean treatment of traditional energy (coal) (including coal-to-oil and coal-to-methanol etc.) is listed in parallel with the development of new energy. The listed companies involved are Yuanxing Energy (000683), Tianmao Group (000627) and Shanxi Coking Company (600740). Clean coal combustion technology, including circulating fluidized bed boiler, waste incineration boiler and IGCC, will become the vanguard of emission reduction in the future. Related companies include Huaguang (600475), Dongfang Electric (600875) and Baoxin Energy (000690).
Wind energy in new energy sources will face oligopoly because of wind turbines. The second-line fan manufacturer Xiangdian Co., Ltd. (6004 16) and the first-line leader Goldwind Technology (002202) deserve attention. In addition, while the localization rate of fan parts is constantly improving, it has gained huge development space. Related companies include Huarui Cast Steel (002204) and Xinmao Technology (000836). In solar energy, due to the reduction of polysilicon price and the rapid development of thin film battery technology, the "fair price road" of photovoltaic power generation is gradually approaching, and the policy has opened the door to the domestic photovoltaic market. The companies involved are Tianwei Baobian (600550), Jinjing Technology (600586), CSG A(0000 12), Tuoxin Xinneng (0022 18) and Vosges (002083).
Nuclear power has changed from "positive development" to "accelerated development", and nuclear power construction is about to usher in an accelerated era. After the localization rate continues to increase and the unit cost is lower than 1 000 KW, the advantages of nuclear energy will be fully demonstrated. The related companies are Dongfang Electric (600875) and Shanghai Electric (60 1727). Due to the country's continuous policy on biomass energy industry, it is still in the first generation of biomass energy with grain as raw material, and the second generation of biomass energy technology (ethanol from cellulose) is still in the laboratory stage. However, with the increase of state subsidies and the expansion of the market, the biomass energy industry is expected to share the business opportunities brought by the low-carbon economy. Related companies include Fengyuan Biochemical (000930) and Denghai Seed Industry (00204 1).
Smart grid is a platform to solve the large-scale development of new energy in China, and it can only be ahead, not behind. In smart grid sub-sectors, we can focus on investment opportunities in sub-sectors such as UHV, smart substation, smart distribution and smart electricity consumption. (1) UHV field: china xd, TBEA, Xuji Electric; (2) Smart substations: Guodian Nanrui, Guodian Nanzi and siyuan electric; (3) Intelligent power distribution: Beijing Ke Rui and Senyuan Electric; (4) Intelligent electricity utilization: Kelu Electronics, Haoningda, and Autoxun; (5) Energy saving: Rongxin, Hekang Frequency Conversion, Invigorating, Kyushu Electric and Wolong Electric.
New energy vehicles are also an important part of emerging industries. Although Ni-MH battery vehicles are the mainstream in the current market, lithium-ion batteries and fuel cell vehicles will become the mainstream of new energy vehicles in the future, which deserves the attention of battery and upstream material suppliers and competitive vehicle manufacturers. The representative companies are Shanshan (600884), citic guoan (000839), china baoan (000009) and Foton Motor (600 166).
Building energy conservation is an uncultivated desert in the field of energy conservation. With the country's increasing investment in building energy conservation, entering the industry will receive more attention. Related companies include Taihao Technology (600590), Jinjing Technology (600586), CSG A(0000 12), AVIC Sanxin (002 163) and Conch Profile (0006 19). Because of its energy-saving and environmental protection characteristics, LED will probably replace the current lighting tools with the improvement of technology and the reduction of cost in the future. The related companies of energy-saving household appliances are: Sanan Optoelectronics (600703), Dehao Runda (002005), Changdian Technology (600584), Foshan Lighting (00054 1) and Zhejiang Sunshine (60026 1).