The boom of the hottest electrical equipment rebou

2022-10-21
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Electrical equipment: seven shares can be recommended for the recovery of the economy in 2019

according to the forecast and express, the overall pressure on the electrical equipment and the new 2018 performance; We judged that the boom of the industry rebounded in 2019 and maintained a stronger industry rating than the market

the key points supporting the rating, the prosperity of the industry has decreased, and the performance of the sector in 2018 is under pressure: the comprehensive power equipment and industry 2018 performance forecast and express (as of March 2, 2019, we selected a total of 121 listed companies that have disclosed the performance forecast and express), and the overall forecast of the industry 2018 profit fell by 55.62%-51.63% year-on-year; Among them, the expected profit of the new energy power generation industry decreased by 45.38%-41.54% year-on-year, and the expected profit of the new energy automobile industry decreased by 79.23%-75.30% year-on-year; The profit of the power equipment industry is expected to decline by 30.13% to 23.50% year-on-year; The industrial control and intelligent manufacturing industry is expected to have a year-on-year decline of 37.83%

the photovoltaic sector was significantly affected by the 531 policy, and the wind power sector was differentiated: the "531 New Deal" led to a decline in industry demand and a continuous decline in the price of the industrial chain. In 2018, the expected profit of photovoltaic sector fell by 47.43%-42.53%, of which the expected loss in the fourth quarter was 21 7.2 billion yuan. After deducting the impact of (), the annual expected profit of the wind power industry chain increased by 0.93%-2% year-on-year Especially in the high temperature range from 180 ℃ to 250 ℃, the CPU of the computer shows its unique performance of 56%

the performance of new energy vehicles is under pressure, and the segment continues to differentiate: since 2018, the new energy vehicle industry chain has been under great pressure to supplement the price by volume, the segment performance is under pressure, and the segment continues to differentiate. The profit of the upstream resource sector is expected to increase by 364.76%-532.55% year-on-year in 2018; The performance of lithium battery equipment sector is expected to increase by 21.72%; The profit of lithium battery materials sector is expected to decline by 18% year-on-year; The profit of lithium battery sector is expected to decline by 88.83%-84.82% year-on-year; The electric motor and electronic control sector is expected to suffer substantial losses

the performance of power equipment has declined, and the profit of industrial control leader has increased against the trend: the pace of power investment is superimposed on the price of raw materials, and the profit of the power equipment industry in 2018 is expected to decline by 30.13% to 23.50% year-on-year

the industrial control sector is expected to have a year-on-year decline of 37.83%, but the growth rate of leading performance is much higher than the industry level

investment suggestions: the photovoltaic industry is expected to increase both in volume and profit in 2019; It is suggested to pay attention to (), (), (), Linyang energy, (), (), Jiejia Weichuang, Maiwei shares, (), etc. Domestic wind power demand is expected to continue to grow at a high rate, and the price of upstream bulk raw materials is expected to decline, which will significantly increase the profits of the midstream industrial chain; It has become a top priority to pay attention to Riyue shares, (), (). The long-term mechanism of "double points" for domestic new energy passenger vehicles has been established, and consumption upgrading has improved the quality of demand; Global electrification is expected to accelerate, and industry demand is expected to continue to grow at a high rate; In the short term, it is suggested to pay attention to the progress of the decline of domestic subsidies, and look forward to the investment opportunities of the midstream manufacturing leaders and upstream resource giants in the industrial chain in the medium and long term. Midstream suggests paying attention to Ningde times, (), (), (), (), (), (), Enjie shares, Xingyuan materials, putailai, etc; The upstream suggests paying attention to (), (), (), and Hanrui cobalt industry

the electric energy meter gradually enters the replacement cycle. It is recommended to pay attention to Linyang energy, Haixing power, (); UHV projects have begun to land, and it is recommended to pay attention to (), (), (the latest data show); In addition, it is suggested to continue to pay attention to the high-quality standard meggitt, Chint, (), () in the field of industrial control and low-voltage electrical appliances

the growth rate of the main venture capital faced by the rating fell, the policy did not meet expectations, the price competition exceeded expectations, and the price of raw materials fluctuated

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