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尽管行业整体估值不具有吸引力,且燃料成本压力继续加大,但行业基本面在向好发展,我们认为四季度电力板块仍是不错的投资品种。建议重点关注年底或2008年有资产注入题材的优质电力公司。
Although the overall valuation of the industry is not attractive, and the pressure on fuel costs continues to increase, the fundamentals of the industry are improving. We think the electricity sector is still a good investment in Q4. The proposal focuses on high-quality power companies that have end-of-year assets or asset injections in 2008.