Power facilities grows two years can period

Since 2003, as countrywide electric power investment is added fast carry gradually fast, power facilities industry had great progress; To 2006, this one growth reachs new peak again. According to the judgement that invests to electric power, we still continue to value the development perspective of power equipment line of business. Outstanding achievement grows the change of increase and decrease that fixed assets of electric power of apparent 　 whole nation invests first quarter, it is the main factor that decides power facilities product requirement. Investment of electric power fixed assets basically invests by power source and investment of electrified wire netting is formed, among them the demand that power source invests to basically form pair of power station equipment, investment of electrified wire netting basically is formed change to be defeated report " equipment " and " 2 equipment " demand. Go a few years, increase the investment strength of pair of power industries as the country, power industry maintained rapid growth, the scene bearing that drives power facilities industry is climbed ceaselessly litre. 1 quarter report showed 2006, the outstanding achievement of power facilities industry continues to maintain rapid growth. Among them income of business of battalion of owner of travel of power source equipment grows 67.1% compared to the same period, net profit grows 29.2% ; Be defeated change income of business of battalion of owner of electric equipment travel grows 37.5% with 116.8% . Trade data also shows, 1 - in March, the sales revenue growth of dynamo, boiler, turbine and hydraulic turbine all is in 30 ％ above, profit total growth achieves 62 ％ , 43 ％ , 73 ％ and 155 ％ left and right sides respectively. The growth rate of industry of power source equipment is obtained below the situation that a few years in the course high speed rose in the past. Meanwhile, be defeated by distribution industry to also be entered continuously exuberant development is periodic. 1, March, transformer and sales revenue of switch control equipment grow 38 ％ and 25 ％ left and right sides respectively, profit growth range is achieved 74 ％ and 35 ％ , good grow at income. The industry continues to value 　 to look from industry competition degree, line of business of power station equipment enters a doorsill taller, add a country to execute a key to give aid to to this industry, stipulate transnational corporation must comprise combine ability to share contest prize with domestic company, warm up in the round because of what line of business of equipment of this power station builds as power source and be benefited more. Through development of a few years, company of equipment of main power station not only the growth that crop had twice, and technical level had great progress. We are forecasted 2006, home added installed capacity newly to be controlled on average in 70 million KW 2008, will still lie produce can wander near apogee, a few big power stations create a company still can satiate. Among them coal report still is big head, water and electricity also step up, the demand that development nucleus report brings also will arise randomly. Big unit, tall parameter will be henceforth the main aspect that electric power builds, test is worn the level of manufacturing industry of equipment of our country power station. Fortunately groups of a few equipment of big power station not only resisted the competition of foreign enterprise, and still take door going abroad, in participating in the environment that competes to international, come. The 3 great power end April (electric group of Harbin motivation group, east electric bloc and Shanghai) reach company of Chinese technology imports and exports to obtain Indonesian value the order of phone of fire of 10 million KW of 8 billion U.S. dollor very demonstrative problem. Because the country increases construction of electrified wire netting, be defeated change electric industry appears a rapidder than power station equipment growth rate. "915 " electrified wire netting builds total investment to amount to 1.4 trillion the left and right sides, relatively " 15 " during tower above 1 times, year average investment is controlled in 300 billion yuan about, relatively was expected to come true 2005 break up time, predict year add on average fast 20 ％ . 2006, 2008, predicting trade demand increases prep above 30 ％ , profit is added fast achieve 40 ％ , 60 ％ . From investment specific gravity looks, investment of prospective electrified wire netting is backbone electrified wire netting, big city electrified wire netting is transformed mainly, because this is defeated,change electric discretion carries equipment industry boom to all enter better period. In the long run, after 2009 special high-pressured project is large-scale start the long-term demand that can assure high-end equipment future. And be defeated change although equipment in report is risen substantially by raw material influence, but of demand pull move still will make trade situation bearing rises continuously. 2 times equipment industry demand originates build, transform a project, at the same time power system reform, electric power is commercialized, the computer upgrades replacement can bring up new market requirement, accordingly we think equipment is opposite 2 times at equipment boom cycle longer. The key appears on the market protruding of company investment value shows Xu Ji of 　 　 G (000400) : The company is power facilities appears on the market the industry with the wholest catenary of the industry in the company. Expensive wide 237 million yuan in 2 dc project " control protects facility " the important sign that is advantage of domain of establish company dc, predicting dc protection was mixed 2006 can be opposite 2007 contribution of every company earnings mixes 0.1 yuan 0.06 yuan. G east report (600875) : G east the fast growth of profit of electric net profit is main in last few years construction of our country electric power is opposite profit from the driving demand of power facilities, at present the income scale of the water and electricity in company product structure and igneous report is 40% pairs roughly 60% , the company generates electricity in our country water and electricity of equipment market have rate amount to 35% . Although did not come to our country,demand of igneous phone equipment is added fast will somewhat slow down, but construction of predicting water and electricity will appear bigger growth, the effect that suffers because of this company is lesser, the company produces per year a hopeful to continue to maintain today relatively grow substantially. Country the luck austral report (600406) : The company planned to sign about 1.1 billion yuan 2006, achieve sales revenue 884 million yuan, predict to invest 160 million yuan, use at capital construction of building of research and development and electric power to commercialize monitoring of power plant of electrification of traffic of automation of system of operation, distribution, orbit, ammunition to manage unifinication project of 4 collect endowment. Predict the country was in charge of 2006 Na Ruiquan year advocate industry income will grow 20 ％ to control compared to the same period, net profit grows 45 ％ to control; 2007 advocate industry income will grow 20 ％ above, net profit grows about 30 ％ .
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