论文部分内容阅读
3 月10日下午,方正证券、今日投资财经效率资讯公司和《证券导刊》杂志社联合举办“能源电力行业及上市公司投资价值分析”座谈会。来自证券公司、基金管理公司、保险公司证券投资部以及QFII等机构的专业人士160多人到会。会上,方正证券发布了关于能源电力行业及上市公司的最新研究成果。 报告指出:2004年发电行业的投资机会在于“经营规模扩张+重组并购”,水电行业未来十五年将步入“空前绝后” 黄金发展时期,电力设备行业将进入景气复苏周期,世界原油价格高位运行将使原油开采业公司及上下游一体化经营的企业受益,燃气、煤炭行业将出现并购重组热潮。
On the afternoon of March 10, Founder Securities, Today’s Investment Financial Efficiency Information Company and Securities Journal magazine co-organized the “Investment Value Analysis of Energy Power Industry and Listed Companies” forum. More than 160 professionals from institutions such as securities companies, fund management companies, securities investment departments of insurance companies, and QFII institutions attended the meeting. At the meeting, Founder Securities released the latest research results on the energy power industry and listed companies. The report pointed out that the investment opportunities in the power generation industry in 2004 will lie in “expanding the scale of business expansion + reorganization and mergers,” and that the hydropower industry will enter an unprecedented period of gold development in the next fifteen years. The power equipment industry will enter a period of economic recovery and world crude oil prices. High-level operations will benefit crude oil mining companies and upstream and downstream integrated companies, and the gas and coal industries will see mergers and acquisitions boom.