In this year's national "two sessions", the Minister of Industry and Information Technology, Miao Wei, told the media that the energy conservation and new energy automobile industry planning has been reported to the State Council and is expected to be announced in the first half of this year. In the era of “high oil pricesâ€, eye-catching investors have begun to lay out alternative energy sources in advance, and the new energy sector is already ready to move. Coal gives way to the proportion of new energy is bullish According to the National Energy Administration, by 2015, the proportion of coal in primary energy consumption has dropped from over 70% in 2009 to around 63%. In addition, the National Energy Administration also proposed that by 2015, China's natural gas accounted for 4.4 percentage points of primary energy, hydropower and nuclear power accounted for about 1.5 percentage points of primary energy; wind power, solar energy, biomass and other new energy accounted for an increase in primary energy. 1.8 percentage points, the proportion of non-fossil energy will reach more than 11%. The tilt of national policies on the development of new energy industries has made the market full of expectations for the new energy sector. Zhao Zhixiang, a deputy to the National People's Congress, said that in addition to large state-owned enterprises, a large number of private capitals have entered the field of solar energy and wind energy. Of course, nuclear energy has not been as prominent as solar energy. In the early days of new energy development, national investment and national policy support are still very important. The “Twelfth Five-Year Plan†comprehensively promotes new energy development. The new energy sector covers a wide range of fields, including nuclear energy, wind energy, solar energy, bio-energy, etc., and as an important force for the Chinese economy to achieve low-carbon development goals, it has received much attention in recent years. Pay attention to it. According to the new energy industry development plan, between 2010 and 2020, the cumulative direct investment of the new energy industry will increase by 5 trillion yuan, which is to increase the heat of new energy and clean energy. In fact, at the National Energy Work Conference held earlier this year, the National Energy Administration has revealed a series of policy plans that are conducive to new energy, including solar power, wind power, nuclear power, biomass energy, and other new energy sources. Promotion and utilization and demonstration projects will be fully implemented during the “Twelfth Five-Year Plan†period. In terms of wind power development, Zhang Guobao, former director of the National Energy Administration, said that it will “unswervingly promote wind power development, coordinate the implementation of market consumption, do a good job in transmission planning, continue to build large-scale wind power bases, and strive for a total of 55 million kilowatts of grid-connected wind turbines. Nuclear power, as the main force of clean energy, will also usher in a period of rapid expansion. According to China's Medium- and Long-Term Development Plan for Nuclear Power, by 2015, China's installed capacity will exceed 15 million kilowatts. In terms of biomass energy development, Shi Lishan, deputy director of the New Energy and Renewable Energy Department of the National Energy Administration, also said that By 2020, China's biomass power generation capacity will reach 30 million kilowatts. Industry insiders pointed out that the development of new energy has always been closely related to policy support. Under the favorable policy, coupled with the gradual improvement of domestic and foreign markets, China's new energy industry will usher in a rapid development stage. The obvious prospects of emerging energy advantages can be expected at present, and the most promising is the nuclear energy and photovoltaic industry, which has broad growth prospects. CIC believes that from the current plan of direct investment of 5 trillion yuan, the future growth rate of the industry is still the most nuclear power. Compared with other sub-sectors, nuclear energy technology is relatively mature and stable, and China's current technical level can fully guarantee the safe operation of nuclear power plants. At present, most of the photovoltaic industry relies on overseas demand. However, due to the huge potential space in the domestic market, the listed companies in the PV sector have double performances of exceeding expectations and enjoying high valuation. For the automotive industry, the development of new energy vehicles has risen to a national strategy, and the development of new energy vehicles is facing a rare historical opportunity. From the perspective of the industrial chain, new energy vehicles involve a number of related industries such as self-assembly, lithium batteries, and charging stations. Among them, the lithium battery industry is undoubtedly the most promising sector in the new energy automobile industry sector. From the perspective of the market, the advantages of new energy are not particularly obvious, but the further increase in refined oil prices has undoubtedly laid a good realistic foundation for the new energy industry, especially the advantages of new energy vehicles can be truly reflected. Guangzhou Securities believes that the current domestic new energy vehicle technology has gradually matured and already has the basis and conditions for development. At the same time, China has built a set of policy systems to support the accelerated development of new energy vehicles in terms of development planning, consumption subsidies, taxation policies, scientific research inputs, government procurement, and standards development. Therefore, driven by the expectation of rising oil prices, the new energy vehicle concept will once again usher in investment opportunities.  Â
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