Electricity Shortage To Raise Price Adjustment Expected Power Stocks "Organic"

Recently, the phenomenon of "power shortage" has appeared in China. Zhejiang, Hunan, Jiangxi, Chongqing, Guizhou and other places all showed electricity tension to varying degrees, and electricity and electricity reduction measures were successively adopted everywhere. Some experts believe that the fundamental way to alleviate the "electricity shortage" is now. Adjust energy prices Pricing system, the most urgent thing is to raise the electricity price. Electricity price up It will further become an opportunity for power stocks to rise.

Peak electricity gap will hit a new high of 7 years

The electricity shortage this year is faster than summer.

In recent days, more than 20 provinces (districts and municipalities) have implemented "orderly power consumption" from the east to the Midwest.

At this point, the China Electric Power Enterprise Association released the first quarter of 2011, the national electricity supply and demand situation and economic operation situation analysis and forecast report, this summer electricity peak gap will hit a new high of 7 years. In summer, the "power shortage" will come earlier, wider and larger. The latest announcement of the State Energy Administration shows that the total electricity consumption of the whole society in the first quarter totaled 10911 billion kwh, an increase of 12.7% over the same period last year.

Why is there much electricity shortage at this time? What is the problem behind it? What is the problem behind it? "The pattern of coal electricity game is the essence of the electricity shortage. We can see that our country is not short of electricity, but because of the high price of coal, many power plants have shut down some units to avoid the vicious circle of more production and loss." A senior official of the State Grid engaged in the electricity market told reporters.

CICC calls power stocks at the bottom of history

Will the power industry benefit from the shortage of electricity ahead of schedule? "The nationwide electricity shortage has made the electricity price increase urgent, and the recent increase in electricity prices has been a matter of great urgency. The electricity price increase has further become a good stimulus for the rise of power stocks. Therefore, the rise of the current electricity stocks is imperative. Xiangcai securities electric power industry researcher Wujiang said.

Obviously, in May, the peak of electricity consumption was coming. The electricity price upsurge gave rise to the driving force of power stocks. In addition, the absolute share price and valuation of power stocks were at a low level, and they were more likely to become the targets of multiple attacks in the concussion market.

CICC has released the latest research report of the power industry, saying that the external environment of the power industry is getting better and the urgency of ensuring the stable supply of electricity is improving. The industry profits will soon rebound, and the valuation of power stocks is at the bottom of history. In the two quarter, hydropower, East and South China's thermal power earnings will be fast and substantially improved, mainly due to the rise in power generation and cost stability. The three quarter entered the peak of electricity demand, but there was no need to worry about the risk of coal price.

The report believes that power generation companies can choose the power companies with strong performance and reasonable valuation, and recommend the Yangtze River power, Guodian power and Huaneng International prudently. Power environmental protection Among the stocks, companies with outstanding performance can be selected and Katie power is recommended prudently.