The measure is put forward for this year's "government work report" "to raise the proportion of non fossil energy sources, the development of smart grid and distributed energy, to encourage the development of wind energy, solar energy, the concrete implementation of construction on a number of hydropower, nuclear power project". According to the energy structure adjustment of our country, by 2020 from non fossil energy share of total primary energy consumption reached about 15%. At the same time, the state will implement strict non renewable energy development, the National Energy Bureau 22 document required, all resolutely curb the coal oil (gas) blindmomentum of development, for breach of policy violations on the new project behavior must be held accountable.

    In fact, in the policy heaters blowing, renewable energy and nuclear power in the fundamental positive changes have occurred:

    Hydropower has entered a new round of large-scale investment period

    Although the main variables of El Nino is still this year hydropower can than expected, but a new round of electricity reform this year is expected to start, with the expansion of direct power purchase for large user share, electricityreform will continue, the supply and demand situation will gradually replace the government pricing uncertainty intothe key factors which influence the industry profit. Hydropower unit because of cost and environmental advantages,long-term benefit in electricity reform process, leading hydropower enterprises western Qianyuan power. In addition,because of the economic downturn and the environmental factors such as hedge, have started large scalehydropower construction project may.

    Nuclear power will meet the substantive examination and approval to restart

    At the top of "to start the spirit of the instructions to new nuclear power project construction" the eastern coastalarea, the second half of the year will usher in the substantive examination and approval to restart nuclear power.Conservative estimate of this year a new batch of about 4 units to 6 units. According to the installed nuclear powerplanning, the next 5 years the average new batch of units of 7 to 8, the nuclear industry began to bottom recovery,related units and equipment business is expected to continue to meet the good, A shares higher elastic bibcockcompany is Jiangsu shentong.

    Wind power equipment industry inflection point is coming

    Leading companies Bannianbao greatly by gold wind technology, reflected from one side of the wind power industrysigns of recovery, some parts because of the company business model factors, is expected to show betterperformance of elasticity. With the continuous improvement of wind power from the second half of the year, is expected to usher in the peak of wind power installed, the whole industry chain will benefit, especially the larger space of sea wind, the Related      Companies's performance will continue to release.

    Photovoltaic industry is becoming more and more obvious signs of recovery

    As the two quarter China project pass issued, published and distributed support policy, photovoltaic industry chainprices bottomed out, part of listing Corporation in the first half performance is expected to exceed expectations.Policy, dilute the spontaneous self use ratio concept, can choose the benchmark electricity price, to ensure that theminimum rate of return, distributed project financing policy loose end, will enhance the development of the industry.Distributed PV is expected to gradually form a business model, power development will fully benefit from related links,leading companies are love Kang technology and sunlight power supply.