The national "two sessions" will be held soon. An important agenda for the "two sessions" this year is to approve the "Twelfth Five-Year Plan" and draw a blueprint for economic and social development in the next five years. In the “Twelfth Five-Year Planâ€, strategic emerging industries have already been identified as one of the priorities for planning. The direction of development of the industry, strategic priorities, and major initiatives will also be determined. Officials of the National Development and Reform Commission recently stated that there will be no new policy on emerging industries before the “two sessions†this year. However, during the “two sessions†and later, it is expected to usher in an intensive release period of support policies. Therefore, there is reason to believe that the strategic emerging industry sector will usher in a wave of new opportunities.
Energy conservation and environmental protection were the first to be announced last year in the “Decision of the State Council on Accelerating the Cultivation and Development of Strategic Emerging Industries.†The energy conservation and environmental protection industry ranked first among the seven strategic emerging industries and was defined as “the pillar industry of the national economyâ€. The state will We will give strong support to fiscal, financial, institutional and institutional innovations. Therefore, in this year's "two sessions", the market is generally expected that the detailed information on environmental protection-related emission reduction indicators and other details will be gradually clear, the "Energy-saving and Environmental Protection Industry Revitalization Plan" led by the National Development and Reform Commission is expected to be the first to be announced, energy-saving and environmental protection section will usher in an overall opportunity .
In the policies that may be introduced in the near future, Wu Fei, an analyst at CITIC Securities, said that in the short term, he could follow the "12th Five-Year Plan for Comprehensive Prevention and Control of Heavy Metal Pollution," "Opinions on Promoting Municipal Solid Waste Disposal," and "Air Pollution in Thermal Power Plants." The latest progress in the revision of the "Emission Standards".
During the “Twelfth Five-Year Plan†period, the problem of urban domestic garbage disposal in China will receive unprecedented attention. “Innocent treatment rate†as an important measure is expected to be included in the performance evaluation system. In January of this year, it submitted the State Council’s “On the promotion of municipal solid waste treatment. "Opinions" are expected to be officially released in the near future. For the centralized treatment of domestic garbage, the advantages of rapid reduction of incineration have become the fastest-growing treatment methods in recent years, and it is expected to become an area for future policy encouragement. The companies currently engaged in waste incineration related businesses, such as Sander Environment, Shengyun, Fuchun, Huaguang, etc., deserve attention. The Ministry of Environmental Protection has made it clear that during the 12th Five-Year Plan period, nitrogen oxides will be included in the total emission control of the atmosphere. Among the indicators, the second draft of the “Emission Standards for Air Pollutants for Thermal Power Plants†was released in January 2011. It is required that from January 1, 2012, the emission of nitrogen oxides from all newly-built thermal power generators should reach 100 mg/m3. . From January 1st, 2014, all coal-fired units in key areas are required to have an emission of 100 mg/m3 of nitrogen oxides, and units in non-key areas that were put into operation before 2003 will have reached 200 mg/m3. Huatai Securities believes that the New Deal will advance the denitrification timeline and increase the reduction of emissions, will make the denitrification industry in the next three years the explosive growth, front-end denitrification and back-end denitrification will fully benefit, with obvious technical barriers for front-end denitrification more To be optimistic, Longyuan Technology and Combustion Control Technology have obvious competitive advantages.
In addition to focusing on policy trends, some new areas of the energy conservation and environmental protection industry will enter the period of growth and expansion during the “Twelfth Five-Year Plan†period, and it is expected to cultivate good companies with investment value. In the field of energy conservation, contract energy management policies will lead to the birth of large-scale comprehensive energy-saving service companies. CITIC Securities analyst Liu Jin predicted that during the “12th Five-Year Plan†period, the country’s support for comprehensive energy conservation services will be very large. In the investment planning for energy conservation and emission reduction, operation services, facilities and equipment will be evenly divided, and the state will focus on supporting a small number of large-scale energy conservation. Comprehensive service company. In October 2010, the Ministry of Industry and Information Technology released the list of key energy-saving service companies that were supported. The listed companies involved include Rongxin Group, Tellhow Technology, Power Source, Jiuzhou Electric, Dasci Intelligent, Zhiguang Electric. In the field of environmental protection, the policy support for the recycling of solid wastes is expected to reach new heights. The country may vigorously promote the establishment of advanced technologies, environmental protection standards, management practices, large-scale utilization, and strong radiation effects in major large and medium-sized cities throughout the country. The city’s minerals demonstration base will realize recycling, scale utilization and high value utilization of waste metals, waste electrical and electronics, waste paper, waste plastics, etc. Glimme is expected to become a beneficiary of policies. One hundred billion subsidies to support the development of new energy vehicles. It is reported that the "Energy-saving and new energy automotive industry development plan (2011-2020)", which was led by the Ministry of Industry and Information Technology, is currently being signed by major ministries and commissions, and will be held at the latest. "Published later. "Planning" as a programmatic document for the development of China's new energy automotive industry in the next decade, covering new energy vehicle technology research and development, new energy automotive industrialization, and other specific development goals, industrial layout, and safeguard measures.
According to informed sources, there are three main points in the “Planningâ€: First, the overall goal is to reach the top of the world in the production and sales of new energy vehicles in China by 2020; second is to determine “the important strategic direction of electric vehicles as a vehicle industry transformation, China It will eventually realize the industrialization of plug-in hybrid vehicles and pure electric vehicles, and will accelerate the development of fuel cell vehicle technology. Third, to ensure that the above two goals are fulfilled, the Chinese government will allocate 100 billion yuan to support it. The "12th Five-Year Plan" of the "Electric Vehicle Technology Development Plan" is completed and some of the projects have been reviewed and approved by experts. In addition, relevant standards for electric vehicles will also be introduced in succession.
An Jun Securities analyst Liu Jun said that the power battery is the core of the new energy automotive industry chain, the most lucrative link. The future competition among auto manufacturers will mainly be the competition of power battery performance. The core position of power battery technology will exist for a long time, and thus it will also maintain a long-term profit. The power battery industry has grown from nothing, and in the next few years it will be hundreds of times. Growth, and the global market will be a scale of several hundred billion yuan. In this revolutionary revolution in the automotive industry, those with a complete industry chain will probably win out and become industry leaders. He believes that Foshan Lighting, which has a battery-grade lithium carbonate to lithium iron phosphate battery pack and then to a better integration of the powertrain industry chain, will be the preferred target for domestic listed companies; Wanxiang Electric Vehicles, which is owned by Wanxiang Group, has a comparative advantage. A good lithium iron phosphate battery pack and powertrain technology will be very beneficial to the company if it can inject universal cash flow at a time; Nandu Power has a complete layout of communication batteries, energy storage batteries, power batteries and lithium iron phosphate materials. We are optimistic about the synergies brought by the company's long-term battery production management experience.
Broadband and software industry policy support According to the Ministry of Industry and Information Technology official, the overall investment scale of the telecommunication industry during China's "Eleventh Five-Year Plan" period is about 1.5 trillion yuan, and it will increase significantly by 36% during the "12th Five-Year Plan" period, and is expected to be as high as 2 trillion Yuan. . From an investment structure point of view, about 40% of the investment in the telecommunications industry during the “Eleventh Five-Year Plan†period is for broadband construction, and during the “Twelfth Five-Year Plan†period, 80% of the investment will be used for broadband construction. Seven ministries and commissions including the Ministry of Industry and Information Technology and the National Development and Reform Commission have issued the "Opinions on Promoting the Construction of Optical Fiber Broadband Networks" in 2010. It is clearly stated that by 2011, the number of optical fiber broadband ports will exceed 80 million, the average access capacity of urban users will reach 8 trillion, and rural users will reach 2 trillion. .
Recently, China Telecom’s “12th Five-Year Plan†broadband project has launched China’s national broadband strategy. Some analysts are optimistic that China Mobile’s and China Unicom’s “Twelfth Five-Year Plan†broadband market plan will be substantially increased compared to 2010, and China’s optical fiber in 2011. The scale of investment in the broadband market has reached 60 billion to 80 billion yuan, an increase of 75% to 135% year-on-year in 2010. The investment in the optical communications market will directly benefit optical communications equipment manufacturers such as Ascension Technologies, FiberHome Communications and Sunsea Communications.
In the field of software, on February 9, the General Office of the State Council promulgated the "Policy to Further Encourage the Development of the Software Industry and the Integrated Circuit Industry" (new No. 18), which will be formally implemented starting today. Compared with the original No. 18 text, the new No. 18 article added “to the software companies and integrated circuit design companies that meet the requirements to engage in software development and testing, information system integration, consulting and operation maintenance, integrated circuit design and other services, exemption. Business tax "this clause. According to Hou Li, an analyst at Essence Securities, this policy will increase the overall net profit of A-share listed companies by about 6%. Hou Li expects that favorable policies for strategic emerging industry support policies, “Twelfth Five-Year Plan†regulations, and 2011 nuclear high-basis special projects will be introduced in succession from March. The software industry will usher in an important catalyst, Neusoft Group, Donghua Software, The leading companies in the software industry such as UFIDA have low valuations and relatively well-defined growth, and they all have the concepts of cloud computing and the Internet of Things, and are expected to obtain nuclear-high base special projects that can be deployed at dips.
Energy conservation and environmental protection were the first to be announced last year in the “Decision of the State Council on Accelerating the Cultivation and Development of Strategic Emerging Industries.†The energy conservation and environmental protection industry ranked first among the seven strategic emerging industries and was defined as “the pillar industry of the national economyâ€. The state will We will give strong support to fiscal, financial, institutional and institutional innovations. Therefore, in this year's "two sessions", the market is generally expected that the detailed information on environmental protection-related emission reduction indicators and other details will be gradually clear, the "Energy-saving and Environmental Protection Industry Revitalization Plan" led by the National Development and Reform Commission is expected to be the first to be announced, energy-saving and environmental protection section will usher in an overall opportunity .
In the policies that may be introduced in the near future, Wu Fei, an analyst at CITIC Securities, said that in the short term, he could follow the "12th Five-Year Plan for Comprehensive Prevention and Control of Heavy Metal Pollution," "Opinions on Promoting Municipal Solid Waste Disposal," and "Air Pollution in Thermal Power Plants." The latest progress in the revision of the "Emission Standards".
During the “Twelfth Five-Year Plan†period, the problem of urban domestic garbage disposal in China will receive unprecedented attention. “Innocent treatment rate†as an important measure is expected to be included in the performance evaluation system. In January of this year, it submitted the State Council’s “On the promotion of municipal solid waste treatment. "Opinions" are expected to be officially released in the near future. For the centralized treatment of domestic garbage, the advantages of rapid reduction of incineration have become the fastest-growing treatment methods in recent years, and it is expected to become an area for future policy encouragement. The companies currently engaged in waste incineration related businesses, such as Sander Environment, Shengyun, Fuchun, Huaguang, etc., deserve attention. The Ministry of Environmental Protection has made it clear that during the 12th Five-Year Plan period, nitrogen oxides will be included in the total emission control of the atmosphere. Among the indicators, the second draft of the “Emission Standards for Air Pollutants for Thermal Power Plants†was released in January 2011. It is required that from January 1, 2012, the emission of nitrogen oxides from all newly-built thermal power generators should reach 100 mg/m3. . From January 1st, 2014, all coal-fired units in key areas are required to have an emission of 100 mg/m3 of nitrogen oxides, and units in non-key areas that were put into operation before 2003 will have reached 200 mg/m3. Huatai Securities believes that the New Deal will advance the denitrification timeline and increase the reduction of emissions, will make the denitrification industry in the next three years the explosive growth, front-end denitrification and back-end denitrification will fully benefit, with obvious technical barriers for front-end denitrification more To be optimistic, Longyuan Technology and Combustion Control Technology have obvious competitive advantages.
In addition to focusing on policy trends, some new areas of the energy conservation and environmental protection industry will enter the period of growth and expansion during the “Twelfth Five-Year Plan†period, and it is expected to cultivate good companies with investment value. In the field of energy conservation, contract energy management policies will lead to the birth of large-scale comprehensive energy-saving service companies. CITIC Securities analyst Liu Jin predicted that during the “12th Five-Year Plan†period, the country’s support for comprehensive energy conservation services will be very large. In the investment planning for energy conservation and emission reduction, operation services, facilities and equipment will be evenly divided, and the state will focus on supporting a small number of large-scale energy conservation. Comprehensive service company. In October 2010, the Ministry of Industry and Information Technology released the list of key energy-saving service companies that were supported. The listed companies involved include Rongxin Group, Tellhow Technology, Power Source, Jiuzhou Electric, Dasci Intelligent, Zhiguang Electric. In the field of environmental protection, the policy support for the recycling of solid wastes is expected to reach new heights. The country may vigorously promote the establishment of advanced technologies, environmental protection standards, management practices, large-scale utilization, and strong radiation effects in major large and medium-sized cities throughout the country. The city’s minerals demonstration base will realize recycling, scale utilization and high value utilization of waste metals, waste electrical and electronics, waste paper, waste plastics, etc. Glimme is expected to become a beneficiary of policies. One hundred billion subsidies to support the development of new energy vehicles. It is reported that the "Energy-saving and new energy automotive industry development plan (2011-2020)", which was led by the Ministry of Industry and Information Technology, is currently being signed by major ministries and commissions, and will be held at the latest. "Published later. "Planning" as a programmatic document for the development of China's new energy automotive industry in the next decade, covering new energy vehicle technology research and development, new energy automotive industrialization, and other specific development goals, industrial layout, and safeguard measures.
According to informed sources, there are three main points in the “Planningâ€: First, the overall goal is to reach the top of the world in the production and sales of new energy vehicles in China by 2020; second is to determine “the important strategic direction of electric vehicles as a vehicle industry transformation, China It will eventually realize the industrialization of plug-in hybrid vehicles and pure electric vehicles, and will accelerate the development of fuel cell vehicle technology. Third, to ensure that the above two goals are fulfilled, the Chinese government will allocate 100 billion yuan to support it. The "12th Five-Year Plan" of the "Electric Vehicle Technology Development Plan" is completed and some of the projects have been reviewed and approved by experts. In addition, relevant standards for electric vehicles will also be introduced in succession.
An Jun Securities analyst Liu Jun said that the power battery is the core of the new energy automotive industry chain, the most lucrative link. The future competition among auto manufacturers will mainly be the competition of power battery performance. The core position of power battery technology will exist for a long time, and thus it will also maintain a long-term profit. The power battery industry has grown from nothing, and in the next few years it will be hundreds of times. Growth, and the global market will be a scale of several hundred billion yuan. In this revolutionary revolution in the automotive industry, those with a complete industry chain will probably win out and become industry leaders. He believes that Foshan Lighting, which has a battery-grade lithium carbonate to lithium iron phosphate battery pack and then to a better integration of the powertrain industry chain, will be the preferred target for domestic listed companies; Wanxiang Electric Vehicles, which is owned by Wanxiang Group, has a comparative advantage. A good lithium iron phosphate battery pack and powertrain technology will be very beneficial to the company if it can inject universal cash flow at a time; Nandu Power has a complete layout of communication batteries, energy storage batteries, power batteries and lithium iron phosphate materials. We are optimistic about the synergies brought by the company's long-term battery production management experience.
Broadband and software industry policy support According to the Ministry of Industry and Information Technology official, the overall investment scale of the telecommunication industry during China's "Eleventh Five-Year Plan" period is about 1.5 trillion yuan, and it will increase significantly by 36% during the "12th Five-Year Plan" period, and is expected to be as high as 2 trillion Yuan. . From an investment structure point of view, about 40% of the investment in the telecommunications industry during the “Eleventh Five-Year Plan†period is for broadband construction, and during the “Twelfth Five-Year Plan†period, 80% of the investment will be used for broadband construction. Seven ministries and commissions including the Ministry of Industry and Information Technology and the National Development and Reform Commission have issued the "Opinions on Promoting the Construction of Optical Fiber Broadband Networks" in 2010. It is clearly stated that by 2011, the number of optical fiber broadband ports will exceed 80 million, the average access capacity of urban users will reach 8 trillion, and rural users will reach 2 trillion. .
Recently, China Telecom’s “12th Five-Year Plan†broadband project has launched China’s national broadband strategy. Some analysts are optimistic that China Mobile’s and China Unicom’s “Twelfth Five-Year Plan†broadband market plan will be substantially increased compared to 2010, and China’s optical fiber in 2011. The scale of investment in the broadband market has reached 60 billion to 80 billion yuan, an increase of 75% to 135% year-on-year in 2010. The investment in the optical communications market will directly benefit optical communications equipment manufacturers such as Ascension Technologies, FiberHome Communications and Sunsea Communications.
In the field of software, on February 9, the General Office of the State Council promulgated the "Policy to Further Encourage the Development of the Software Industry and the Integrated Circuit Industry" (new No. 18), which will be formally implemented starting today. Compared with the original No. 18 text, the new No. 18 article added “to the software companies and integrated circuit design companies that meet the requirements to engage in software development and testing, information system integration, consulting and operation maintenance, integrated circuit design and other services, exemption. Business tax "this clause. According to Hou Li, an analyst at Essence Securities, this policy will increase the overall net profit of A-share listed companies by about 6%. Hou Li expects that favorable policies for strategic emerging industry support policies, “Twelfth Five-Year Plan†regulations, and 2011 nuclear high-basis special projects will be introduced in succession from March. The software industry will usher in an important catalyst, Neusoft Group, Donghua Software, The leading companies in the software industry such as UFIDA have low valuations and relatively well-defined growth, and they all have the concepts of cloud computing and the Internet of Things, and are expected to obtain nuclear-high base special projects that can be deployed at dips.
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