Photovoltaic, wind power, smart grids, electric vehicles... The concept of new energy is so dizzying that which concepts are more promising and more worthwhile for investors? At the recent UBS Conference on New Energy in Greater China, relevant analysts predicted the prospects for the above-mentioned categories of new energy concepts.
“Many projects in China in the fields of hydropower, thermal power or nuclear power have all been developed through the introduction of technology. Only intelligent power transmission technology has been our own technology from beginning to end and is currently at the forefront of the world.†UBS Securities China Equities Research Department analyst Yan Qichen believes that intelligent power transmission and transformation will be the focus of China's "12th Five-Year Plan" period. To be truly energy-efficient, it is necessary to rely on smart power transmission and distribution, intelligent equipment, intelligent dispatch, and intelligent power distribution systems to increase the efficiency of traditional thermal power plant transmission.
In her view, smart transmission and transformation will help new energy access to the grid, and its essence is a substantial increase in the use of new energy efficiency. "It is expected that China's smart power transmission will be promoted in the 'Twelfth Five-Year' or 'Thirteenth Five-Year' period, which is very favorable for energy conservation. The key is that this piece of technology is completely autonomous and is at the leading level in the world." Say.
Ou Liwen, managing director of UBS Asia Investment Research, believes that the cost of wind power in China is continuously declining, and the price of thermal power is rising. As time goes on, the cost difference between traditional energy and new energy is shrinking, which makes wind power The future is more optimistic; but in contrast, the competitiveness of solar energy needs to wait a few years to become apparent.
“The biggest potential solar challenge is whether the electricity price is competitive enough. Once it is competitive, the potential is huge,†said Eric Owen. “Before the financial crisis, European PV subsidies have begun to decline. This means that the cost of solar energy It must be done to allow the majority of users to accept.From the government's point of view, the subsidies for solar energy can not be too high, otherwise the burden will be too heavy, but if the subsidies are not enough, it is difficult to receive results.Therefore, new energy only has cost and price Come down to be competitive."
Chen Guoxi, an analyst at UBS Securities China Equities Research, expressed strong optimism for the outlook for new energy vehicles.
“The gradual popularity of new energy vehicles is an inevitable result of the development of the automotive industry. If the current annual sales of cars are conservatively estimated, by 2015 China’s car ownership will reach 150 million units. This scale brings a big The problem is high energy consumption. At present, China's dependence on foreign oil has exceeded 50%, in addition to the problem of air pollution. Therefore, the development of new energy vehicles is an inevitable requirement for the future development of the automotive industry, said Chen Guoxi.
He believes that the country may continue to introduce new policies for new energy vehicles in the future, including the long-awaited energy-saving and new energy vehicle planning. At the same time, some new goals will be set for hybrid and pure electric vehicles.
“The state may take some new measures to reduce the use of new energy vehicles. Overall, the comparison between new energy vehicles and traditional cars will ultimately depend on the maturity of various technology routes and the cost reduction. The final decision is In the hands of consumers, the promotion of the government is a contributing factor,†said Chen Guoxi.
“Many projects in China in the fields of hydropower, thermal power or nuclear power have all been developed through the introduction of technology. Only intelligent power transmission technology has been our own technology from beginning to end and is currently at the forefront of the world.†UBS Securities China Equities Research Department analyst Yan Qichen believes that intelligent power transmission and transformation will be the focus of China's "12th Five-Year Plan" period. To be truly energy-efficient, it is necessary to rely on smart power transmission and distribution, intelligent equipment, intelligent dispatch, and intelligent power distribution systems to increase the efficiency of traditional thermal power plant transmission.
In her view, smart transmission and transformation will help new energy access to the grid, and its essence is a substantial increase in the use of new energy efficiency. "It is expected that China's smart power transmission will be promoted in the 'Twelfth Five-Year' or 'Thirteenth Five-Year' period, which is very favorable for energy conservation. The key is that this piece of technology is completely autonomous and is at the leading level in the world." Say.
Ou Liwen, managing director of UBS Asia Investment Research, believes that the cost of wind power in China is continuously declining, and the price of thermal power is rising. As time goes on, the cost difference between traditional energy and new energy is shrinking, which makes wind power The future is more optimistic; but in contrast, the competitiveness of solar energy needs to wait a few years to become apparent.
“The biggest potential solar challenge is whether the electricity price is competitive enough. Once it is competitive, the potential is huge,†said Eric Owen. “Before the financial crisis, European PV subsidies have begun to decline. This means that the cost of solar energy It must be done to allow the majority of users to accept.From the government's point of view, the subsidies for solar energy can not be too high, otherwise the burden will be too heavy, but if the subsidies are not enough, it is difficult to receive results.Therefore, new energy only has cost and price Come down to be competitive."
Chen Guoxi, an analyst at UBS Securities China Equities Research, expressed strong optimism for the outlook for new energy vehicles.
“The gradual popularity of new energy vehicles is an inevitable result of the development of the automotive industry. If the current annual sales of cars are conservatively estimated, by 2015 China’s car ownership will reach 150 million units. This scale brings a big The problem is high energy consumption. At present, China's dependence on foreign oil has exceeded 50%, in addition to the problem of air pollution. Therefore, the development of new energy vehicles is an inevitable requirement for the future development of the automotive industry, said Chen Guoxi.
He believes that the country may continue to introduce new policies for new energy vehicles in the future, including the long-awaited energy-saving and new energy vehicle planning. At the same time, some new goals will be set for hybrid and pure electric vehicles.
“The state may take some new measures to reduce the use of new energy vehicles. Overall, the comparison between new energy vehicles and traditional cars will ultimately depend on the maturity of various technology routes and the cost reduction. The final decision is In the hands of consumers, the promotion of the government is a contributing factor,†said Chen Guoxi.
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