Industrial Dynamics
The national grid and then increase investment to 467 billion 900 million to Growth
2015-8-20 14:46:40
Under the pressure of economic growth, investment efforts continue to overweight. The economic reference news reporter from the sources was informed that the State Grid Corporation (hereinafter referred to as the "national network") recently issued 2015 comprehensive plan to adjust, the fixed assets investment from the beginning of the year plan of 4396 billion yuan increased to 4679 billion yuan, additional arrange the rural power network reconstruction project, upgrade points of UHV and pumped storage project, the new energy access part of the project, an increase of 16%.
The industry believes that the investment in power grid covering the long industrial chain, quick, has become an important option, inverse cycle investment led growth, the scale of investment cash will increase the listing Corporation's performance.
In the steady growth in the background, the future is expected to increase investment in power grid, power distribution network, is the most important increment." Guotai Junan power industry analyst Qi Bin Gu believes that the power companies to invest in capital depends in the size of its assets and liabilities, the current power grid have added leverage investment ability strong. In addition, the power grid investment covering industrial chain is long and quick, can promote the independent domestic equipment sales, so the power grid investment has become an important option to counter cyclical investment.
It is understood that "45" in the planning of power grid scale of investment in distribution network will increase, and taking into account the new energy development and low carbon economy strategy and access problem of rural renewable energy, including solar, biomass, wind power and other distributed power access network, such as problems will also be involved.
Guotai Junan Securities Research Report that, round distribution of rural power grid construction in urbanization and steady increase grew up under the background of start, the pace of the government and the power grid unprecedented consensus, and subsequent new power to change the landing of incremental investment subject is expected to emerge, distribution, rural in the upgrading of industrial technology and the weaknesses in the two big trend under enormous demand for space and construction efforts are expected to exceed market expectations. The agency raised the "13th Five-Year" network investment forecast to 2 trillion yuan, ranging from 37%.
The industry believes that the investment in power grid covering the long industrial chain, quick, has become an important option, inverse cycle investment led growth, the scale of investment cash will increase the listing Corporation's performance.
In the steady growth in the background, the future is expected to increase investment in power grid, power distribution network, is the most important increment." Guotai Junan power industry analyst Qi Bin Gu believes that the power companies to invest in capital depends in the size of its assets and liabilities, the current power grid have added leverage investment ability strong. In addition, the power grid investment covering industrial chain is long and quick, can promote the independent domestic equipment sales, so the power grid investment has become an important option to counter cyclical investment.
It is understood that "45" in the planning of power grid scale of investment in distribution network will increase, and taking into account the new energy development and low carbon economy strategy and access problem of rural renewable energy, including solar, biomass, wind power and other distributed power access network, such as problems will also be involved.
Guotai Junan Securities Research Report that, round distribution of rural power grid construction in urbanization and steady increase grew up under the background of start, the pace of the government and the power grid unprecedented consensus, and subsequent new power to change the landing of incremental investment subject is expected to emerge, distribution, rural in the upgrading of industrial technology and the weaknesses in the two big trend under enormous demand for space and construction efforts are expected to exceed market expectations. The agency raised the "13th Five-Year" network investment forecast to 2 trillion yuan, ranging from 37%.