2015年電力行業投資策略:電力改革、國企改革注入澎湃動力估值中樞上移
核心觀點:2015年是(shi)電(dian)(dian)(dian)(dian)力(li)改革(ge)的破題之年。新電(dian)(dian)(dian)(dian)改的核心是(shi)“管住(zhu)中間(jian),放(fang)開(kai)兩(liang)端”。(1)售(shou)電(dian)(dian)(dian)(dian)側:售(shou)電(dian)(dian)(dian)(dian)端充(chong)分市場化,參與主體(ti)增加,發電(dian)(dian)(dian)(dian)公(gong)司、電(dian)(dian)(dian)(dian)力(li)設(she)備公(gong)司均(jun)存在(zai)產(chan)業鏈(lian)延伸的能(neng)力(li)和可能(neng)。同時,在(zai)售(shou)電(dian)(dian)(dian)(dian)端變革(ge)中,分布(bu)式能(neng)源(yuan)接入(ru)與節能(neng)服務(wu)(分布(bu)式光伏、電(dian)(dian)(dian)(dian)動車充(chong)電(dian)(dian)(dian)(dian)設(she)施..
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  發布時間:2014-12-25
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