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银河证券研究中心陈健电价上涨预期将给电力板块带来新的投资机会,而水电股由于无需疏导电煤涨价、环保两大费用大幅上涨,将有较大的业绩增长空间,从而成为各路资本纷纷争夺的新奶酪。从水电行业良好的成长性角度来看,水电板块非常有希望成为“行业、成长、价值”投资理念下的新金花。投资者可重点关注水电股的四大金刚:长江电力、桂冠电力、桂东电力和岷江水电。
Galaxy Securities Research Center Chen Jian’s electricity price increase is expected to bring new investment opportunities to the power sector, while hydropower stocks will have more room for growth due to the need to increase the price of conductive coal and increase the cost of environmental protection. Road capital is rushing for new cheese. From the viewpoint of the good growth of the hydropower industry, the hydropower sector is very promising to become the new golden flower under the “industry, growth, and value” investment concept. Investors can focus on the four major companies of hydropower stocks: Yangtze Power, Guiguan Power, Guidong Power, and Qijiang Hydropower.