Energy Internet Concept Stock Counting _ Energy Internet Concept Stocks Leading

Energy internet concept stock inventory

1. Zhongheng Electric (002364)

With a package of solutions and service capabilities: After the sale of the electricity license is released, users want to obtain a package of power-related services from the sales operator, including planning, design, consulting, security, operation and maintenance, transactions, etc., currently in the country Heng is the first company to have a complete package of solutions and services. Zhongheng Borui's research results in the fields of Internet of Things, big data, cloud computing, microgrid, and distributed energy will provide support for smart energy. The company provides smart energy planning and design, construction consulting, and informationization operation and maintenance. In 2014, a breakthrough will be achieved. Zhongheng Borui has carried out planning and design and technical consulting services for new energy cities and demonstration towns in Xinjiang Production and Construction Corps and Sichuan, Jiangsu and Zhejiang, providing new growth points for the company's sustainable development.

2. Smart Energy (600869)

The company further adjusts its business structure around the strategic positioning of “Smart Energy”. The main measures are: continuous implementation of strategic main business mergers and acquisitions, especially the inseparable Internet and Internet of Things businesses, and perfect business structure, subsystems and product portfolio. From the design planning to drive smart energy project system services, especially the use of smart cities (electricity, transportation) and green city (new energy) planning to achieve energy project management and improve service capabilities. Meet the needs of users' comprehensive energy solutions, and provide solutions for users through distributed energy, energy saving and emission reduction, and contract energy management. Strengthen the R&D and production of new energy vehicles and charging facility cables, develop charging pile business, meet the needs of the new energy vehicle market, and support the smooth development of new energy projects. Establish a system planning department and an international business department to coordinate the business of each business group.

3. Guodian NARI (600406)

In 2014, the company's new contract, the business orders outside the grid is close to 50%, the company is the leading enterprise with absolute advantages in all aspects of energy, Internet, such as transmission, transmission, distribution and use. The No. 9 document of the electric reform clearly defined the direction of reform, and the energy Internet trillion market started. can

It is speculated that the existing software such as power trading and dispatching will change. Nanrui will also be the top-level design and service enterprise of the grid business. At the same time, the company's energy-saving and environmental protection, rail transit signals, new energy power generation and access to the grid, electric vehicle charging and replacement services have a larger market space.

4. Jinzhi Technology (002090)

The company will develop the energy Internet with smart grid solutions such as intelligent power generation, intelligent power transformation, and intelligent power distribution as well as new energy. The company ranks second in intelligent power generation, seventh in intelligent power generation, and first in intelligent power distribution technology. New energy power generation provokes the source of energy Internet. Power design business stringes up various chains of companies in the energy Internet. The company is very strong IT. It will also be integrated into the business of the energy Internet. Four business model companies can participate in energy product transactions, energy asset services, energy value-added services, and energy Internet solutions.

Energy Internet Concept Stock Counting _ Energy Internet Concept Stocks Leading

5. Sifang shares (601126)

The company relies on existing technology and market advantages to extend, and has achieved breakthroughs in power distribution, power electronics, new energy, and power plants. The company clearly stated that it will seize the market opportunities of new energy and energy conservation and emission reduction in the future, provide system and service solutions for customers, and become energy efficiency management experts. The company's all-round layout of power automation business, with the rise of new energy and the advancement of power reform, is expected to become an important participant and beneficiary of the energy Internet in the future, and the development space is huge.

6, Jicheng Electronics (002339)

The company invested 100 million yuan to set up Jicheng Energy Company, focusing on smart energy industry, smart micro-grid and new energy, industrial energy-saving and energy-saving services; setting up an energy company based on the main business, using the smart grid for many years, The technology, brand and resource advantages accumulated in the fields of smart water, smart gas and energy-saving informationization will be strategically expanded into smart energy industrialization, smart micro-grid and new energy fields, and actively deploy the energy Internet. The company has been working on various aspects of the energy Internet for many years, and only needs to effectively link all links to become the most pure energy Internet company in the A-share market.

7. Kelu Electronics (002121)

After more than ten years of development and accumulation, the company has developed into a national key high-tech enterprise that provides equipment and operation solutions for the smart distribution and new energy industries. The company has a core technology based on virtual power plants, which can solve the problem of large-scale new energy access, completely solve the problem of abandoning light and abandoning wind, and improving the new energy consumption capacity of the power grid.

8, sunlight power supply (300274)

Sunshine Power is the largest PV inverter manufacturer and the second largest wind power converter manufacturer in China. The company's domestic market share of photovoltaic inverters will provide big data support, integration with power station systems, energy storage business, new energy vehicle electronic control system and battery management system will form a synergy effect, to build their own energy Internet platform. .

Energy Internet Concept Stock Counting _ Energy Internet Concept Stocks Leading

9, rainbow refinement (002256)

The company plans to use modern digital communication, Internet, mobile communication and Internet of Things technologies to integrate new energy power plants and the Internet through cloud computing and big data, and strive to create a new energy production and consumption, investment and financing ecosystem. An internet financial platform that realizes a green and low-carbon ecology.

10. Kehua Hengsheng (002335)

The company's traditional UPS business does not generate abundant cash flow. Photovoltaic is an industry that uses a lot of cash flow. From a prudent business perspective, the company has followed the strategy. The 14-year benchmark electricity price guarantees the yield of photovoltaic projects, and bank credit support promotes the development of the industry. The company seized the opportunity to deploy photovoltaic power generation on a large scale. So far, the three stages of energy collection, energy consumption analysis and energy management were opened, and the energy Internet company was successfully bred.

11, Ankerui (300286)

Different from the market's understanding of Ankerui's power management products and solution providers, we believe that big data will be the core asset in the field of industrial Internet landing energy (ie energy Internet). The company has mastered the data resources of a certain scale of energy (customer end), which laid a solid foundation for the company to carry out power management platform-type business in the future.

12. Shengyang Shares (002580)

The company is one of the earliest lead-acid battery enterprises in China to enter the new energy storage battery market. The products cover independent photovoltaic or wind-solar hybrid power stations, photovoltaic lighting projects, etc., and the production and sales ranks among the top three in the industry. In the household system market, the company has built nearly 5,000 household system projects in the Ali area of ​​Tibet; in the off-grid power station market, it has built a total of 600KW power station projects in Indonesian islands; in the new energy supply market of communication base stations, it has built Inner Mongolia, Tibet, Xinjiang, etc. A new energy supply system for ten communication base stations; in the microgrid market, the construction of the Beijiao Island 1.27MWp optical power storage project. In 2014, the revenue of new energy battery business was 470 million yuan.

Energy Internet Concept Stock Counting _ Energy Internet Concept Stocks Leading

What are the energy Internet concept stocks?

1. Wind power: Goldwind Technology (002202), Tianshun Wind Energy (002531), Sinoma Technology (002080), Energy-saving Wind Power (601016);

2. Photovoltaic: Longji (601012), Rainbow Refined (002256), Dongfang Risheng (300118), Sunshine Power (300274), Aikang Technology (002610), Zhonglai Shares (300393);

3, light and heat: maiden voyage energy saving (002665), Sanhua shares (002050);

4. Nuclear power: Shanghai Electric (601727), Yingliu (603308), Taihai Nuclear Power (002366), Nanfeng (300004), and Xiangdian (600416).

Energy Internet Concept Stock Counting _ Energy Internet Concept Stocks Leading

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