Investment Value Analysis Of Power Electronics Application Industry

Power electronics applications is a very active hot spot for investment in capital market, It's consistent with requirements of low-carbon economy, efficiency economy and intelligence economy, It's expected to be explosive and sustained growth opportunities during the critical period of China's economic restructuring. This paper attempts a systematic, comprehensive, in-depth analysis of their investment value.This paper first describes the boundaries and structure of power electronics applications industry, select its six main sub-sectors for the study, including inverter, reactive power compensation, wind power converter, photovoltaic inverter, switching power supply and power filter. And Followed by analysis of various elements of the type of products, development history and current status, applications and market demand, industry environment and market structure, competitive strategy and directions of industrial evolutionPromotion of energy saving policy, rapid development of smart grid in field of new energy and flexible power transmission and distribution, increase of demand of industrial automation, and industrial upgrading with the representative of the third generation of communications technology will be the four driving factors for continuous growths of Power Electronics Application Industry in future. Total industry market capacity will reach 650 billion Yuan during 2012-2020 through in-depth study of major sub-sectors.It analyzes and releases valuation conclusion for each sub-sectors basing on seven dimensions of Market size, growth drivers and effectiveness, competitive analysis, life cycle, industry profitability, competitive strategy and the main risk factors. And highly values four sub-sectors of high voltage inverter, reactive power compensation, wind power converter and photovoltaic inverterFinally, It selects the company with best investment value in four dimensions of technology capability, financial performance, business strategy and extension capabilities of product line, highly recommends Rongxin, Inovance, Sungrow Power and ZDPR, and analyzes their core competencies, market performance and earnings projections.