Active power marketization transactions in multiple provinces in 20182018年多个省份电力市场化交易活跃
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China's islands are distributed in the Bohai Sea, the Yellow Sea, the East China Sea, the South China Sea and the waters east of Taiwan, crossing the temperate, subtropical and tropical zones. Tens of thousands of islands are like pearls dotted with the vast ocean. The island and its surrounding waters are the space for animals and plants such as black faced Spoonbill and Putuo hornbeam to inhabit, grow and breed. They are the basis for the development of typical marine ecosystems such as mangrove, coral reef and seaweed (algal) bed. They are ideal places for migration, spawning, overwintering and baiting of marine fish. They are also rich in resources such as ports, tourism and marine energy. They are also the homes for island people's production and life 。 In the new era, the CPC Central Committee and the State Council have made a major strategic plan for the construction of ecological civilization, which has been incorporated into the overall layout of the cause of socialism with Chinese characteristics, as well as into all aspects and the whole process of economic, political, cultural and social construction. The 13th five year plan for national economic and social development clearly proposes the implementation of ecological island reef project.
火电板块:针对四大发电集团反映的电煤保供形式严峻的情况,国家发改委称将联合交通运输部、铁路总公司采取有关措施,将全国统调电厂电煤库存提高至合理范围,电煤价格上涨趋势将有望得到抑制。此外若煤电联动启动,火电上网电价将得到提升,火电企业盈利状况有望得到改善,可关注优质火电企业,相关标的有华能国际、浙能电力。水电板块:2018年弃水状况有望得到缓解,水电企业业绩预期向好,继续关注高股息率、低生产成本的水电企业,相关标的有长江电力、华能水电。配售电板块:近期多个省份出台2018年电力市场交易方案,市场化交易电量规模较上年都有所提升,随着电力体制改革的逐渐落地,电力市场化交易规模有望继续扩大,可关注具有用户及电源优势的企业,相关标的有三峡水利、涪陵电力。-
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