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前4月規模以上工業企業利潤同比降1.6% @ 2012-05-28T09: Back Hot News
Keyword:工業 業利潤
Concept:4月工業利潤 , 全國規模以上工業企業實現利潤同比下降
前4月規模以上工業企業利潤同比降1.6%
節能無限好,資金是關鍵。從電力設備行業相關產品看,我們認為節能變壓器、節能電機、工業變頻器、余熱鍋爐、脫硝、建築節能相關產品、合同能源管理、新能源上網等行業依然會受惠於中央節能減排財政投資。工業企業利潤尚在底部,節能投資意願普遍不強烈,工業節能產品需求不足。電網利潤較好且今年將節能納入考核目標,節能環保投資意願強烈。電廠利潤反彈,且具有強制性環保目標,預計與電網、電廠節能環保相關的節能變壓器、脫硝等產品需求旺盛。建議關注與節能變壓器、脫硝行業相關的龍頭公司,如置信電氣、龍源技術等。

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