129773932893281250_28Rapid rise of competitors flock of shares in March last year, Japan nuclear leak caused by a major earthquake, immediately halt the approval of new nuclear power projects in China.
A year later, a number of senior officials, on various occasions, issued a statement, saying that nuclear power necessary for development, indicating that nuclear power project approval cycle rapidly approaching. As nuclear power cycle the wind, nuclear stocks from time to time changes,In the first echelon of power equipment Manufactory of the Dongfang electric is particularly noteworthy. However, a researcher with respect in the industry, "restart nuclear power company earnings release, but with the rapid rise of competitors in the industry, and a sharp drop in market share of the company. "Nuclear spring come again on the last two sessions, nuclear power project approval to restart signal is corroborate each other and constantly enlarged. First "Safe and efficient development of nuclear power "are explicitly written to the Government work report, followed by a" heavyweight "who released dense core. A year ago, Fukushima nuclear accident took place six days later, the Chinese Government immediately starts "four"Medium-and long-term planning to respond to a disaster. Currently, the new project approval year lifted by optimism, researcher into nuclear power industry and the brokers ' consensus. "With the message emerging 2020 nuclear capacity target is expected to more optimistic than we expected before, up to at least 80 million-kilowatt. On the specific equipment investment, 2012-2015 nuclear powerInvestment is expected to reach nearly 110 billion, of which near-56 billion will be invested, represented by Dongfang electric equipment manufacturing enterprises are expected to usher in new opportunities.
"Hunan finance securities researcher Zhu Chenghui said. Company 2010 results, orders nearly 40 billion nuclear power in the hands of the company at the end of the year, projects of which corresponds to the order of more than 30 billion. 2011 nuclear accidentsAfter the occurrence, some projects to idle check for half a year, according to industry estimates, assumptions about 2011 recognize revenue of 5 billion, nearly 25 billion order for subsequent annual confirmation. Analysis on Zhu Chenghui, "If nuclear power project from a regulatory perspective, release, accelerated the construction of nuclear power plants, the company yet to enter into force will also speed up the entry into force of orders in hand, and 2012-2013To free peak, roughly estimated that a two-year income of an average of 7.51 trillion range should confirm, slightly more than 2013 than in 2012.
"Rivals eat share, however
tera power leveling, in the eyes of the industry, Dongfang electric" scene time "are gone. From the product structure of the company in order to see, nuclear island and conventional Island orders orders and disproportionate to the conventional islandOrders above the nuclear Island, and total price is higher than the conventional Island nuclear Island main device. For the order structure, a researcher explained, "on the one hand, companies are in Chengdu
tera gold, support after the earthquake in Sichuan due to the significantly higher than the conventional island of the company production in 2008-2009 competitor; on the other hand, rival Shanghai electric with historical performance benefits,In the area of nuclear Island nuclear Island order of Oriental electrical while also gets good, but the market share is much lower than conventional island. "As a factor before disappearing, Dongfang electric follow-up orders for nuclear power will come under much pressure. "In May 2009, Harbin electric General Manager Qu dazhuang transferred to Vice President of the State nuclear power technology Corporation, Harbin electrical contact with the nuclear power industry to further enhance, HEC 2010 annual report shows its AP1000 conventional Island market share reached 72% in the field "
tera gold, the researcher considers that, rise of the electric company previously dominated areas of conventional island in sharp challenge, 2010 electric added nuclear power plant orders were flat with the company, the company is bound to face slashed conventional Island market share. In addition, in the field of nuclear Island,Company's performance also lags in AP1000 Shanghai Electric, from three, Haiyang nuclear island of two 8-bed unit orders, company only received orders for three units of some of the equipment, and the high market share of the company in the area of CPR1000 is not proportionate. As the second-stage commissioning of Shanghai Electric port base, follow-up CPR1000 nuclear Island orders Dongfang electricNo longer has an edge. The researcher to judge, "nuclear power after the restart, Dongfang electric main equipment of nuclear power market share to drop from the previous Super-50% to 30%. "Because the primary equipment ahead of time, 2020 years after commissioning of main equipment of power plant is expected to start in 2014-2015, so the actual average annual market of 2012-2015 mayAround 25 billion. "According to estimates, the company orders a year will drop to about 8 billion.
����"He added. Online statement Gold: gold online reprint of the above content, does not indicate that confirm the description, for investors ' reference only and does not constitute investment advice. Investor operations accordingly, at your own risk.
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