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1我国的电价机制尚未形成合理的投资回报机制,每个省的电价空间不同,因此,投资选择时电力上市公司上网电价的高低所占权重不宜过大。2按国电电力的实际盈利能力,在电力体制改革方案明朗后会有所表现;漳泽电力的机会寄托在河津电厂的调价上;桂冠电力有3 300万内部职工股,4 800万战略投资者持股,这些股份的上市时间值得关注。
1. China’s electricity price mechanism has not yet formed a reasonable return on investment mechanism, and each province has different price space. Therefore, the weight of the electricity price of listed companies should not be too large. 2 According to the actual profitability of Guodian Power, it will perform well after the power system reform plan is clear; Zhangze Power’s opportunity is placed on the price adjustment of Hejin Power Plant; Guanting Power has 33 million internal staff shares and 48 million strategic investment Ownership, the listing time of these shares deserve attention.