Hongkong Zhiyuan Titan energy technology meets the opportunity in the challenge-wh60a

Hongkong Zhiyuan: Titans Energy Technology in challenge to welcome the opportunity to hot column capital flows thousands thousands of stocks the latest Rating Rating diagnosis simulated trading client sina finance App: Live on-line blogger to tutor Hong Kong level2 market through the mechanism of cards recent Titans Energy Technology (02188.HK) issued a profit warning announcement, as the group of DC power products the market scale of investment slowdown lead to reduced sales, and electric vehicle charging network construction and investment costs, the expected group in the year ended December 31, 2015 will continue to record losses. Short term losses do not represent persistent mismanagement of the company’s operations. In the long run, Titan’s energy technology faces much more opportunities than challenges, and the prospects remain to be seen. The market opportunity of power DC product market, Titan energy management, power and direct current products market for many years, with strong technical advantages and China’s two major power grid and the five major power groups have close cooperation, products are mainly used in power plants, substations and so on. According to China’s energy development strategy action plan (2014~2020), by 2020, the installed capacity of nuclear power projects reached 58 million kilowatts, construction capacity of more than 30 million kilowatts. The development of nuclear power by the government backed in huge demand, the Titan energy plan to take the opportunity to open up new channels to increase the income, learned from the Internet, DC power supply of the company’s products have been obtained in group "qualified supplier" qualification in December 2015, and is expected to in the future in the field of nuclear power nuclear group launched a new cooperation development space period. In February 3, 2016, the State Council decided to implement a new round of rural power grid upgrading project, the total investment is expected to be more than 700 billion yuan. The opportunity for the rural power grid transformation to meet the blue ocean will bring the event favorable for the distribution network company, and the Titan energy supplier will benefit from the power supplier of DC products. Charging network construction and operation of grafitalia 2016 will open the charging pile construction feast, the support of government policies have continued in December 16, 2015 five ministries jointly issued "on the" 13th Five-Year "new energy vehicle charging facilities incentives notice", in January 1, 2016 the formal implementation of the new national standard electric charge, so charging facilities in the area of heat continued fermentation. Titan power from 2014 began the implementation of equipment and operation "two wheel drive" strategy also has significant results in 2015. In charge of construction and operation of the network, adhere to the titans energy using a variety of methods and different business models combined to build a steady electric vehicle charging network, for example, 1) in cooperation with the new energy automotive dealers and timeshare rental operators in a large group, rolled out the charging network construction in Tianjin, mainly in Beijing Haidian District, Chaoyang District 7, Xicheng District district has more than 300 sets of electric vehicle charging network; 2) construction of charging network city level in the three line of the city of Zhuhai, is currently in the government office, the park parking lot, the light rail station, business district and other places have been built charging equipment, charging station charging APP [Titan energy network] it has a good application; 3) by way of BOT charging in Shaoguan construction of central bus station on

香港智远:泰坦能源技术于挑战中迎机遇 热点栏目 资金流向 千股千评 个股诊断 最新评级 模拟交易 客户端 新浪财经App:直播上线 博主一对一指导 港股level2行情 翻看机构底牌   近期泰坦能源技术(02188.HK)发布盈警公告,由于集团电力直流产品市场投资规模减缓导致销售额减少,以及电动汽车充电网络的建设及投资费用增加,预期集团在截至2015年12月31日止年度会继续录得亏损。短期的亏损并不代表公司经营状况的持续不善,从长远来看,泰坦能源技术面临的机遇远多于挑战,前景依然看俏。   电力直流产品市场迎新机遇   泰坦能源经营电力直流产品市场多年,凭借强大的技术优势与我国两大电网和五大电力集团有着密切合作,产品主要应用于发电厂、变电站等。根据我国《能源发展战略行动计划(2014~2020 年)》,到2020年,核电装机容量计划达到5800万千瓦,在建容量达到3000万千瓦以上。核电发展获政府力挺迎来巨大需求,泰坦能源计划借此机遇开拓新渠道增加收入,从网上获悉,公司的直流电源产品已于2015年12月获得中核集团“合格供应商”资格,今后有望与中核集团在核电领域展开新的合作,发展空间可期。2016年2月3日,国务院决定实施新一轮农村电网改造升级工程,预计总投资7000亿元以上。农网改造迎蓝海机遇,将为配电网公司带来事件性利好,泰坦能源作为电力直流产品供应商将从中受益。   充电网络建设运营蓄势待发   2016年将开启充电桩建设盛宴,政府的扶持政策持续出台,2015年12月16日五部委联合发布的《关于“十三五”新能源汽车充电设施奖励政策的通知》,2016年1月1日充电新国标的正式实施,让充电设施领域的热度持续发酵。泰坦能源从2014年开始执行的设备与运营“双轮驱动”战略也在2015年有显著成果。   在充电网络建设运营方面,泰坦能源坚持采用多渠道和差异化商业模式相结合的方法稳步构建电动汽车充电网络,例如1)与新能源汽车经销商和分时租赁运营商庞大集团合作,在京津冀铺开充电网络建设,目前主要在北京的海淀区、朝阳区、西城区等7个区拥有超过300台电动汽车充电桩的网络;2)在三线城市珠海构建城市级的充电网络,目前在政府办公地、公园停车场、轻轨站、商业区等场所均已建成充电设备,泰坦能源的充电APP【驿充网】也得到了很好的应用;3)采用BOT的方式在韶关建设集中式公交充电站等等。随着泰坦能源在电动汽车充电网络市场占有率的进一步提升,全国性的充电网络运营布局亦逐步实现。   充电设备收入有望显著提升   《电动汽车充电基础设施建设规划》草案中提出,到2020年国内充换电站数量要达到1.2万个,充电桩达到450万个。由此可见,充电桩业务会是电动汽车迅猛发展的强力支柱,为充电设备供应商提供巨大商机。泰坦能源已在充电设备领域深耕多年,2015年10月更是中标了2015年国网城市充电设备订单,中标金额约8200万元,一方面再度彰显泰坦能源在充电设备领域的综合实力,另一方面中标金额有望2016年全数确认为充电设备收入,产生可观盈利,料对2016年业绩产生积极正面的影响。从多渠道获悉,国家电网拟于2016年招标3批充换电设备,对应金额约50亿。面对这块“大蛋糕”,已多次斩获国网大单的泰坦能源拥有强大的竞争优势,极大概率再次获得大额订单,除了能创造效益外,更能彰显公司屡获国家电网充分认可,为充电设备业务的长远发展垫下基石。   从2015初至今,新能源汽车行业的支持及优惠政策层层叠出,资本市场的热度亦随之迅速增温,新能源汽车充电市场的爆发已成定局。泰坦能源凭借自身实力飨政策红包,2016年可预期会有更多项目落地,推动公司稳步发展。公司股价近期随大市震荡下滑,料反复筑底完成后,有望重拾升势。现时股价吸引,投资者可以大胆吸纳。 进入【新浪财经股吧】讨论相关的主题文章: