Experts say: The development of new energy power plays a decisive role

China Wind Power (601558), ranked first in the wind power industry, was officially listed on January 13. This is a new stock with the highest issue price in the history of the A-share motherboard. It corresponds to a issuance price-to-earnings ratio of 48 times at a issuance price of 90 yuan. The brokerage forecast gives a target price of 135 yuan on the first day of listing, and the lowest reasonable valuation is also between 87.21-98.11 yuan.

Since the "Twelfth Five-Year Plan" was announced, most of the market's attention has focused on the new energy industry. Professor Zeng Ming, director of the Energy and Power Economics Research Center of North China Electric Power University, said that the power industry has played a key role in the development of new energy industries. For the definition of modern energy industry system, Professor Zeng Ming gave a clear explanation.

Zeng Ming: The so-called modern energy industry system, under the conditions of the age of information-based knowledge economy, a system composed of various energy industries and related industries is called the “modern energy industrial system,” which is based on advanced technological means and management mechanisms. , coordinated operation of the system support elements supporting policies and so on; is an organic system with optimized structure, advanced technology, low carbon environmental protection, safe, reliable, inclusive growth and other characteristics. It is to achieve its goal of building the scientific transformation of the energy industry in China and high-end low-carbon development, to achieve optimal benefit regional level, industrial chain, the main parties, promote the optimization of the development of modern industrial system of our country, continuing to enhance the international competitiveness of China's Energy Industry .

For the investors concerned about the development of the power industry during the 12th Five-Year Plan period, and the supporting role of the power industry in the new energy industry. Zeng Ming said so.

Zeng Ming: For a long time, the electric power industry has always been in the middle reaches of the energy industry chain. It is both a big energy producer and a large energy consumer. With the economic development and social progress, the position of electric power in the energy industry system will continue to be prominent. The more established the modern energy industry system, the more prominent the position of electric power is.

The power industry is also a key link in the integration of future resources, especially value transmission, and the discovery of price signals. The first is the functional platform for multidimensional resource integration. At present, the electric power industry is developing in the direction of large-scale clean power generation, long-distance high-efficiency transmission, and intelligent energy-saving management. This kind of “industrial resources development and utilization—smart grid dispatch transmission—low-carbon integrated interactive power” industry chain model It will also lead the clean transformation and structural upgrading of China's energy industry. The second is the system integration platform for products, technologies, services, and management. With the power industry as a link, China's energy industry is gradually forming the optimization and integration of products, technologies and services, which will lead to more emerging businesses and emerging industries to further optimize and enhance the economies of scale of the energy industry system. The third platform is called supply and demand bilateral multiple interactive platform. As an intermediate link, the power industry contacts the head and end of energy resources, and through modern communication technologies, modern service management methods, etc., it can better optimize the allocation of energy resources.

The editor has compiled statistics on the performance of hot energy concepts such as new energy in the secondary market over the past year. Statistics show that: electricity production industry -1.16%; wind power generation 6.38%; waste power generation 7.35%; clean coal power generation 14.33%; nuclear energy nuclear power 16.67%; ethanol gasoline 18.65%; nuclear high base 21.36%; green energy saving lighting 21.49%; new energy 21.74%; 22.29% for new materials; 25.54% for lithium batteries; 26.66% for new energy vehicles; 26.93% for low-carbon economy; 27.46% for solar power; 35.25% for hydrogen; 44.75% for power supply; 60.78% for environmental protection.