Ministry of Science and Technology Interprets the 12th Five-Year Plan of Smart Grid

Yesterday, the Ministry of Science and Technology released the interpretation of the "12th Five-Year Plan" for the "Smart Grid Major Science and Technology Industrialization Project." Industry insiders said that there are still good opportunities for development in the relevant sector in the future.

According to the interpretation of the content, the "plan" includes the situation and needs, development ideas and principles, development goals, key tasks and safeguard measures. In terms of demonstration projects and industry development, 20-30 smart grid technology demonstration projects and 3-5 smart grid integrated demonstration projects are planned to be completed, and 5-10 smart grid demonstration cities and 50 smart grid demonstration parks will be constructed.

According to Zeng Hongyu, investment advisor of Guoyuan Securities (000728), the promotion of smart grid development involves many sectors, including clean energy generation and clean energy power generation equipment manufacturing; new materials industries such as photoelectric conversion materials, energy storage materials, insulation materials, superconductivity Materials, etc.; power grid equipment manufacturing, such as emerging power electronic devices, etc., related to the plate and listed companies in the future there are good opportunities for development. However, this sector involves a large number of products and requires a high level of industry expertise. It is recommended that investors invest on the premise that the company has a specific understanding and understanding of the company. Currently, the overall market environment is weak and the risk control is the main one.