The smart grid sector, as a relatively active plate stock in the current A-share market, has received extensive attention from institutional funds, during which many varieties have had a good historical performance. Judging from the current A-shares, there are roughly 60 companies engaged in smart grid and related industries, leading companies in the industry such as China West (601179, stocks), Guodian South (600268, stocks), and TBEA ( 600089, stocks), XJ Electric (000400, stocks) and other base operating performance are showing steady growth. From the time point of view, we believe that the fundamentals and multi-factors and institutional positions in the two major factors or reflect a certain degree of volatility opportunities, and actively concerned about the potential of the variety may be the choice of plate strategy.
According to the latest information from the State Grid, this year the country will focus on the construction of 67 smart substations. The smart substation is the core of the entire smart grid energy conversion and control, and it is also the first step in the smart grid construction. At the same time, 50 million smart meters will be installed and installed in the homes of the people. In addition, this year the country will also build 173 electric vehicle charging and refueling stations and more than 9,000 charging piles, in line with the promotion of electric vehicles in the next step. At present, China has built more than 7,000 charging piles in 26 provinces and cities in the country and become the world’s The country with the most electric vehicle charging devices. From the background of industrial policy support, smart grid is the need for sustainable energy development in the future in China. It can not only solve current problems such as the difficulty of access to clean energy, but also improve energy efficiency and change people’s lifestyles. In the next five years, the State Grid will invest 500 billion yuan, and by the end of the twelfth five-year plan, it will basically build an internationally leading and strong smart grid to realize the optimal allocation of energy resources throughout the country.
Institutional positions are heavier
From the perspective of institutional positions, the study found that the current concentration period of the annual report is announced, and the third quarter of last year, the smart grid-related species display agencies hold a heavier position, such as the industry leader TBEA, which not only showed 88 fund agencies in the mid-term report Shigekura Holds, and the third quarter report also shows that it has become an important portfolio of the 109th National Social Security Fund portfolio; others such as Guodian Nanzi, XJ Electric, China Xidian, Tianwei Baochang (600550, stock), Jinzhi Technology ( 002090, stocks), etc. all show that the organization holds positions. Judging from the position of institutional funds on the smart grid sector, we believe that it is optimistic about the future of the industry. Some companies’ operating performance also shows a steady growth trend. For example, Zhongtian Technology (China Co., Ltd.) enjoys the advantage of Huaxia. Bo Shi Xinxing, SDIC UBS, Huaan Innovation, Dacheng Jing Yang (519019, fund) and other funds Masukura and new. Therefore, we must pay close attention to the smart grid-related products held by Shigekura in the fund institutions.
In general, the author believes that in the context of the country's launch of smart grid construction, the Zhitong Power Grid sector actively focuses on those categories with improved performance, clear institutional positions, and better industry competitive advantages. It would be better to choose a plate under fundamental conditions. The strategy, taking into account the operating environment in which the A shares are currently located, remains uncertain due to the overall market uncertainty. At the same time, from the perspective of the overall price-earnings ratio of the smart grid sector, except for the valuation of some varieties, some valuations are not cheap. Therefore, when seizing the strategy of the sector, it is also necessary to pay close attention to the A-share market volume, price, hour and space. The transformation, in the shock to grasp the plate, and take the volatility strategy is better.
According to the latest information from the State Grid, this year the country will focus on the construction of 67 smart substations. The smart substation is the core of the entire smart grid energy conversion and control, and it is also the first step in the smart grid construction. At the same time, 50 million smart meters will be installed and installed in the homes of the people. In addition, this year the country will also build 173 electric vehicle charging and refueling stations and more than 9,000 charging piles, in line with the promotion of electric vehicles in the next step. At present, China has built more than 7,000 charging piles in 26 provinces and cities in the country and become the world’s The country with the most electric vehicle charging devices. From the background of industrial policy support, smart grid is the need for sustainable energy development in the future in China. It can not only solve current problems such as the difficulty of access to clean energy, but also improve energy efficiency and change people’s lifestyles. In the next five years, the State Grid will invest 500 billion yuan, and by the end of the twelfth five-year plan, it will basically build an internationally leading and strong smart grid to realize the optimal allocation of energy resources throughout the country.
Institutional positions are heavier
From the perspective of institutional positions, the study found that the current concentration period of the annual report is announced, and the third quarter of last year, the smart grid-related species display agencies hold a heavier position, such as the industry leader TBEA, which not only showed 88 fund agencies in the mid-term report Shigekura Holds, and the third quarter report also shows that it has become an important portfolio of the 109th National Social Security Fund portfolio; others such as Guodian Nanzi, XJ Electric, China Xidian, Tianwei Baochang (600550, stock), Jinzhi Technology ( 002090, stocks), etc. all show that the organization holds positions. Judging from the position of institutional funds on the smart grid sector, we believe that it is optimistic about the future of the industry. Some companies’ operating performance also shows a steady growth trend. For example, Zhongtian Technology (China Co., Ltd.) enjoys the advantage of Huaxia. Bo Shi Xinxing, SDIC UBS, Huaan Innovation, Dacheng Jing Yang (519019, fund) and other funds Masukura and new. Therefore, we must pay close attention to the smart grid-related products held by Shigekura in the fund institutions.
In general, the author believes that in the context of the country's launch of smart grid construction, the Zhitong Power Grid sector actively focuses on those categories with improved performance, clear institutional positions, and better industry competitive advantages. It would be better to choose a plate under fundamental conditions. The strategy, taking into account the operating environment in which the A shares are currently located, remains uncertain due to the overall market uncertainty. At the same time, from the perspective of the overall price-earnings ratio of the smart grid sector, except for the valuation of some varieties, some valuations are not cheap. Therefore, when seizing the strategy of the sector, it is also necessary to pay close attention to the A-share market volume, price, hour and space. The transformation, in the shock to grasp the plate, and take the volatility strategy is better.
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