2010年全球智能电网行业研究报告

    2011-01-08

2010年全球智能电网行业研究报告


Table of Contents Portfolio Strategy .........4 Sustainable Energy a Critical Secular Story ....4 Finding “Smart” Investments in Alternative Energy .........4 Investment Thesis ........6 Smart Meter Projects – US.....13 Transmission & Distribution: Outlook....16 Smart Meter Projects – International ......17 European Legislation .......17 International Projects .......17 Smart Grid Overview: Japan .......22 Electronics companies’ initiatives ...........22 Smart grids as part of a renewable energy policy ......22 Smart grids in Japan.........23 Policies on reverse power flows.........23 Power system simulator .........23 Smart meters in Japan ......24 Smart homes and home energy management systems .....24 Regulatory Environment – United States .....26 Federal Energy Regulatory Commission (FERC)......26 FERC Report........26 American Recovery and Reinvestment Act of 2009........28 U.S. Department of Energy Tax Credits ........34 Smart Grid and Smart Meter Standards .......35 NIST Standards..........36 AMI Security .............37 The Association of Home Appliance Manufacturers (AHAM) ...41 ZigBee Alliance .........44 Electric Vehicles and Grid Infrastructure ......46 The J.P. Morgan Smart Grid Basket........51 Basket Methodology and Composition..........51 Basket Performance .........52 Top Picks – ENOC/OW and ITRI/OW.......55 Itron, Inc (ITRI/Overweight)....58 Company Description ......58 Investment Thesis ............58 Valuation and Rating Analysis ..........58 Risks to Our Rating and Price Target ......59 EnerNOC Inc. (ENOC/Overweight) ....60 Company Description ......60 Investment Thesis ............60 Valuation and Rating Analysis ..........61 Risks to Our Rating and Price Target ......61 Echelon Corporation (ELON/Neutral) .....63 Company Description ......63 Investment Thesis ............63 Valuation and Rating Analysis ..........64 Risks to Our Rating and Price Target ......65 ESCO Technologies (ESE/Underweight) ......66 Company Description ......66 Investment Thesis ............66 Valuation and Rating Analysis ..........66 Risks to Our Rating and Price Target ......67 Demand Response............79 Energy Efficiency ............81 Appendix I: Company Profiles.....68 Appendix II: Electricity Demand Side Management ......79 Appendix III: Smart Meters ....82 Appendix IV: C&I Demand Response .....84 Appendix V: Smart Grid Technologies Overview....86 Appendix VI: Glossary .....88 Appendix VII: Utilities’ Awareness of Vendors ..90
[报告关键词]:   智能电网      
合作共赢,共创未来

需要公司案例研究相关资料和报告?

每年为数千个企事业和个人提供专业化服务;量身定制你需要的公司案例研究的资料和报告

相信我们!企业客户遍及全球,提供政府部门、生产制造企业、物流企业、快消品行业专业化咨询服务;个人客户可以提供各类经济管理资料、商业计划、PPT、MBA/EMBA论文指导等。

点此填写您的需求

15+年的经验,值得信赖

可以QQ联系我们:896161733;也可以电话:18121118831

**涉及个人信息严格保密,敬请放心

商务服务

可以微信或者电话联系:18121118831

商业计划书

商务文档撰写

提供商业计划书、投资计划书咨询、撰写和指导

点击查看详细

可行性研究报告

商务咨询业务

服务企业、政府和投资者,提供各个产业可行性研究报告撰写和咨询服务

点击查看详细

物流产业园区规划

商务咨询业务

为企业提供物流园区规划咨询,包括市场调研、可行性、总体战略和运营规划等等

点击查看详细

PPT设计制作

商务PPT制作

商业计划书是一份全方位的项目计划,它从企业内部的人员、制度、管理以及企业的产品、营销、市场等各个方面对即将展开的商业项目进行可行性分析(包含论文PPT)。

点击查看详细