2006年全球电力设备行业深度研究报告(124页)-花旗银行

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      【出版时间及名称】：2006年全球电力设备行业深度研究报告
      【作者】：花旗银行
      【文件格式】：pdf
      【页数】：124
      【目录或简介】：
     It's Only Just Begun, Stronger For Longer — Power generation cycle should be
stronger and longer due to a combination of developing market industrialization
and developed world replacement cycle. Company forecasts, IEA analysis and
CIR estimates indicate annual market growth of 6% between 2005-10. Beyond
this IEA sees demand stabilizing at a higher level for the next decade.
 Backlogs Provide Two Years of Visibility, Macro Trends Suggest More — Sales
growth for the major global power generation groups only turned positive in 1Q
05. This was six quarters after orders turned up, a lag that implies at least two
good years of sales growth based on the current order book. Healthy end-market
dynamics should ensure strong growth at least until the end of the decade.
 Coal Gasification An Exciting Opportunity — Integrated Gasification Combined
Cycle (IGCC) could significantly improve the dynamics of coal-fired generation.
Commercial realization possible by 2010 with ground work being laid today.
Only GE and Siemens are participating in this strategically important technology.
 Nuclear A 20-Year Story — Focus on carbon emissions and energy costs have
enhanced the attraction of nuclear power. Three companies are developing G3
reactor designs, which could see market growth inflect upwards from 2010.
 Top Picks GE & Siemens — GE covers full technology spectrum, leading in IGCC
and present in nuclear; Siemens is strong in fossil fuel and developing an IGCC
solution; Alstom is a unique play on coal renaissance, but exposed to
technology change; MHI has a good portfolio, but challenged in nuclear and
international markets, and Toshiba is strong in nuclear post Westinghouse.

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