在电价改革的驱动下,电力板块也有望迎来新一轮的主题投资机会。电力改革在酝酿了数年之后,终于有望出炉,开启新的经营模式和景气周期。从长期来看,电改有利于降低全社会用电成本,改善下游全产业链的盈利水平。另外,当前煤炭、石油等能源价格大幅下跌,也增厚了电力企业的利润。在新电改的推动下,电力企业有望迎来新一轮的主题投资机会。电改推动下,电力板块表现强势据悉,新电改方案在春节前已经国务院常务会议政治局常委会 Driven by electricity price reform, the electricity sector is also expected to usher in a new round of thematic investment opportunities. After years of deliberation, the power reform is finally expected to come out and open up new business models and business cycles. In the long run, electric reform will help reduce the cost of electricity for the whole society and improve the profitability of the whole downstream industry chain. In addition, the current coal, oil and other energy prices fell sharply, but also thickened the profits of power companies. Prompted by the new electric power reform, power companies are expected to usher in a new round of thematic investment opportunities. Electricity reform to promote the strong performance of the electricity sector It is reported that the new electricity reform program in the State Council executive meeting before the Springboard Standing Committee