In recent days, Premier Li presided over the executive meeting of the State Council to study how to promote the government's purchase of public services from the social forces and deploy and strengthen urban infrastructure construction. Key tasks include strengthening the construction of large-capacity public transportation systems such as subways and light rails, and strengthening the construction of urban distribution networks. Promote the smart grid.
We believe that investments in urban rail transit and distribution networks are in line with the short-term “left-behind light†(policy relaxation and steady growth expectation) and the medium-to-long-term “turn right†(urbanization construction). The policy of service purchase will enrich the construction subject and solve the capital bottleneck of market concern to some extent:
"Playing Left Lights": Urban rail transit and distribution networks are major items of traditional investment, policies are expected to relax, and they will also benefit from infrastructure investment.
“Turn to the rightâ€: China’s subway penetration rate is low (only 14 cities), and there are many cities for construction planning (33 cities have been approved, and 100 cities have met the construction standards); before that, the main power grid construction was mainly the backbone network, and the distribution network Investment obviously lags behind the transmission grid (the distribution network of developed countries accounts for no less than 60% of the total investment). We believe that urbanization will further promote rail transit and distribution network construction. Urban Rail Transit: Under the “Urbanization†construction, metro and intercity railways are in need of blowouts, and short-term investment is still insufficient for local government investment. We believe that more top-down financial policy support will be introduced in the second half of the year and construction will accelerate.
Distribution network: We believe that under the two driving forces of short-cutting boards and intelligentization, China is entering a booming cycle of distribution network construction, and “urbanization†will further drive the acceleration of construction. We estimate the demand for distribution automation in 2013. -15 years compound growth rate or above 50%.
Benefits subject: Comprehensive consideration of revenue share, market competitiveness and valuation
Rail Transit: Recommended TRT (railway box change faucet, entered the subway market in 13 years), Wolong Electric (leader of subway complete rectifier traction equipment), State Power Nanrui (leader of the comprehensive subway monitoring system, transformed into a BT general contractor during the year) .
Distribution network: recommended national electricity Nanrui (to hit the distribution network once - the main station - terminal industry chain), XJ Electric (the distribution network is strong), Beijing Career (the ratio of distribution network revenue is high, both with one) , Sifang shares (strong strength of distribution network master station)
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