2003年以来,同为资源品的煤、油、水、气价格涨幅均在30%以上,远超过电价的涨幅。站在全年的角度看,我们认为电力行业仍面临较大的投资机会,预计仍有50%左右的上涨空间,有望超越大盘,上半年电价确定不调整,反而为买入电力股创造了更好的机会,二季度应是较好的建仓时机。 Since 2003, the prices of coal, oil, water and gas, both of which are resource products, have risen by more than 30%, far exceeding the price increase of electricity. From the perspective of the whole year, we think the power industry is still facing greater investment opportunities. It is estimated that there is still about 50% upside and is expected to surpass the broader market. In the first half of the year, the electricity price will be adjusted without any adjustment, Good opportunity, the second quarter should be a good time to Jiancang.