On March 17, a well-known securities media released the Japan Earthquake Nuclear Leakage Tracking Review Report, saying that if the development of coastal nuclear power slows down, and China's coal-fired power bases, large-scale wind power bases, and photovoltaic bases are all in the northwest, the future demand for transmission power grid construction. Will be further increased. Smart grid equipment enterprises will also benefit from the growth of demand for power transmission and transformation equipment in the construction of northwest power bases. Recommended leading enterprises: China Xidian, TBEA, Pinggao Electric, Tianwei Baobian, Xuji Electric, Guodian Nanrui, Guodian South from.
The report is summarized as follows:
Event: Premier Wen Jiabao of the State Council presided over the State Council executive meeting on the 16th to hear reports on the nuclear leakage of the Fukushima nuclear power plant in Japan. The meeting requested:
(1) Immediately organize a comprehensive security inspection of China's nuclear facilities
(2) Practically strengthen the safety management of the operating nuclear facilities
(3) Comprehensively reviewing nuclear power plants under construction (4) Strictly approving new nuclear power projects.
Comments: As we have expected, due to the impact of the Japanese nuclear leak, the global nuclear power construction process is expected to slow down.
(1) Status of nuclear leakage in Japan: On 16 March, nuclear radiation near the Fukushima Daiichi nuclear power plant increased the nuclear radiation near the Fukushima nuclear power plant by 6,600 times, and nuclear leakage increased. According to reports, the Ministry of Education, Culture, Sports, Science and Technology announced on the 16th that the amount of radiation of 330 microsieverts per hour was detected near Fukushima Prefecture, about 21 kilometers from the Fukushima Daiichi nuclear power plant, which is equivalent to about 6,600 times under normal conditions.
The United States and Russia dispatched nuclear power experts to assist Japan in dealing with nuclear leakage.
(2) China will suspend the approval of nuclear power projects, and the global nuclear power construction process will slow down.
China: The State Council requires a comprehensive review of nuclear power plants under construction and suspension of nuclear power project approval
Germany: Germany shut down seven nuclear power plants, and anti-nuclears demand abandoning the use of nuclear energy altogether.
United States: Obama said that he will build nuclear power plants as planned, but Members called for the US nuclear power development to slow down.
Russia: Putin ordered on the 15th to request an inspection and evaluation of the development of the Russian nuclear industry.
India: Re-examine existing nuclear energy development plans.
(3) Maintaining the 15th report: The prospect of the photovoltaic industry is promising, wind power is expected to exceed expectations, and power transmission and transformation enterprises will benefit from the construction of the transmission network.
The prospects of the European PV market are broader, and the enterprises in the industrial chain will benefit: From the perspective of developing new energy, if the development of nuclear power is blocked, the development of new energy such as photovoltaics and wind power will receive further attention.
Although the cost of photovoltaic power generation and wind power generation is relatively high compared to nuclear power, there is no potential danger such as nuclear leakage. Especially in European countries, if nuclear power development is limited, the development of photovoltaic and wind power industries may be further accelerated. At present, the German PV market accounts for about 50% of the global market. If Germany stops developing nuclear energy in the future, the PV market is expected to further increase, and PV industry chain enterprises will benefit significantly.
The beneficiaries of the PV industry chain include: Haitong Group, Poly GCL, Leshan Power (Polysilicon), Tianwei Baobian (Polysilicon), Chaori Sun, Dongfang Risheng, Sunflower, Tuo Xinxin, Variety, Nanyang Technology (Solar Backing film), Jinggong Technology (polycrystalline furnace), Tianlong Optoelectronics (single crystal furnace, polycrystalline furnace). Photovoltaic inverter will also benefit: photovoltaic inverter as a supporting equipment for photovoltaic system, will also benefit the development of the industry , Focus on leading companies: Radio and Television (using the European AE brand to sell in Europe), Rongxin, Kstar, Kelu Electronics.
The wind power industry is likely to exceed expectations. Previously, the market generally expected that the development of the wind power industry will be slow, and nuclear power will achieve rapid development. Affected by the Japanese nuclear leak, countries around the world are slowing down the development of nuclear power. Wind power can partially replace nuclear power as a renewable energy source, so wind power development is expected to exceed expectations.
Recommended leading enterprises: Xiangdian shares (5MW offshore wind turbine), Goldwind Technology, Sinovel Wind Power.
Power grid equipment enterprises benefit from transmission grid construction: From a domestic perspective, if coastal nuclear power development slows down, and China's coal power bases, large wind power bases, and photovoltaic bases are all in the northwest, the demand for transmission grid construction will further increase in the future. Smart grid equipment enterprises will also benefit from the growth of demand for power transmission and transformation equipment in the construction of northwest power bases. Recommended leading enterprises: China Xidian, TBEA, Pinggao Electric, Tianwei Baobian, Xuji Electric, Guodian Nanrui, Guodian South from.
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