Japan nuclear leak caused by the earthquake triggered a global crisis of confidence in nuclear power, nuclear power is also affected by this section began to fall. In this regard, the accident on the structure of the future development of new energy sources will there is a greater impact on the photovoltaic, wind power,glue stick hydropower and other new energy sources is expected to be further enhanced.
China's nuclear power to slam the brakes, was undoubtedly the most benefit from special high-pressure, clean energy sector. In the "second Five-Year" plan, clearly pointed out that the five countries to focus on promoting the comprehensive energy base (Shanxi, Ordos, Mongolia east, southwest, Xinjiang) and southwest building of large hydropower stations, so that if the domestic nuclear power development can be slowed down, glue gun the resulting The energy gap will be mainly from the northwest coal, southwest water to fill, related hydropower, thermal power equipment industry boom of the rise, but China's power generation equipment (thermal power, hydropower, nuclear power) market share, mainly in the hands of three major power companies (Dongfang Electric , Shanghai Electric, Harbin Power, for these companies, the nuclear power to delay or decline the order, and the thermal power, hydropower projects increases, there is no increment, which determines the most benefit from China's nuclear power generation equipment business should be stopped mainly hydropower equipment based industry companies.
Concerned about wind power, solar and other clean energy, we expect the domestic nuclear power equipment company is not subject to the General Assembly of Japan's nuclear accident. The long term, global energy patterns, or will tend to be more safe and clean wind power and photovoltaic. PV for export-dependent companies, the nuclear crisis will be open for a better future. Short-term recommendations focus wind power and photovoltaic for trading opportunities.