129834176549952500_102Event: 30th State Council Premier Wen Jiabao chaired the Executive meeting of the State Council, discussed by the "Twelve-Five" national strategic industry development planning and the nomads to settle throughout the country project "Twelve-Five" of planning. Conference pointed out that the strategic development of new industries is an important strategic task, run the downward pressures in the current economic situation, to maintainLong-term steady and rapid economic development is of great significance. "Twelve-Five" national strategic industry development planning with a significant demand for economic and social development, made seven key development directions and main tasks of strategic industries. Reference: new energy industry to develop mature technology of nuclear power, wind power, biomass power generation, photovoltaic and thermal solar energy use, such as biogas,Actively promote the industrialization of renewable energy technologies. Conclusion: the new energy industry, the planning with an emphasis in order to develop "sophisticated" industries, and to promote the "technology" compared to the "Eleven-Five" plan "put forward by speeding up the development of biomass, wind power and solar power, strengthen the development and utilization of renewable energy in rural areas, gradually increase the supply of renewable energy in the energyOf share ", the planning highlight has national for new energy industry in" technology "and the" industrialization "area of requirements, new energy industry will by original just pursuit" volume "of extensive type of development, change for pursuit technology area of breakthrough, and this and zhiqian introduced of solar PV industry" Twelve-Five "planning under in the" support excellent enterprise big do strong, and eliminated behind capacity "of meansGuide line is. New energy sources like solar, wind power industry in China has experienced rapid development
TERA Gold, there was a situation of overcapacity, although related products in production has been highest in the world, but still lacks the core technology, can't get rid of "world factory" hat. On the promulgation of the plan shows that policies will tilt toward core technology companies, industry consolidation accelerated�� Investment advice: due to current photovoltaic, wind power imbalances between supply and demand in the market, and lower-than-expected restart of nuclear power, so our new energy sector remain a neutral rating. Nuclear power, three generations represented by EPR and AP1000 nuclear power technologies will be strongly supported, related company eastern electricity (600875.SS/Yuan 22.24;1072.HK/$ 18.12, buying), wind power, enacted as the industry access, quality improvement unit, and enhanced wind farm management requirements will become more and more clear, we believe that the high cost performance parts manufacturers will be the first out of the Valley, company one day wind (002531.SZ/RMB 16.22, not rating)Thai WINS wind (300129.SZ/RMB 5.9, not rating), materials science and technology (11.86 002080.SZ/renminbi
SWTOR Power Leveling, not rating), photovoltaic, recommendations concern supplies with certain technical barriers to enterprise development process, related company has a yellow whirlwind (7.68 600172.SS/renminbi, not rated)
TERA CD-key, ' Diamond (300064.SZ/RMB 8.04, not rating), in addition to roof-level photovoltaic grid-connected inverter manufacturer, zhengtai electrical appliance (601877.SS/RMB 15.99, not rating).
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