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Data:2009-12-12 2:34
Source: Industrial Securities Author: Chen Yi Ang
Recently, the energy sector are active, such as the electrical energy stocks Guidongdianli Monday, coastal energy Yuedian Li A, are a strong rise in market sentiment led the successful completion of the mission, making the first trading day after the holiday market has significantly The "bull" really strong. And Tuesday, to Little Swan A, Aetna concepts of science and technology with the energy stocks also followed the trend significantly outpaced the market, energy stocks such a strong trend to the market with the new expectations, market outlook is very likely to trigger an energy stocks To support a new round of market, the investment value of energy stocks are increasingly highlighted.
In fact, the transaction does not come out of energy stocks, since December 2005, China's price reform of energy and resources will be Taimulakai. Entered after 2006, China for oil, electricity, water, natural gas, coal, land prices in an active and steady price reform, energy and resource price reform to break the two-track system, refined oil wholesale market price of reform is in full swing. According to senior industry sources, all extremely concerned about the market of refined oil pricing mechanism reform could take place in the near future, while linked to international crude oil prices will be the most likely option. Refined oil price reform of oil and gas distributors should be a major positive for the relevant listed company's development has brought new opportunities. The cities listed companies, the greatest benefit from this situation than Guangjunengyuan (000096), and the company's Shanghai and Shenzhen, as is currently the only one set of oil, gas, electricity three business in an integrated energy company naturally bear the brunt of a huge imagination afternoon.
Guangjunengyuan (000096) is currently one-third of the assets of equity investments for electricity, the company shares of the Nanshan Power Station and west of the power plant are two medium-sized power plants in Guangdong province. Where Western Power is the main power plant in Shenzhen city, Shenzhen has been due to the power load center, and in Shenzhen the next few years are likely the power supply. Thus, there is a solid investment in the electricity Guangjunengyuan income protection, which is bound to trigger a market Progenitors agency's attention. In addition, with the new tariff adjustment program in June this year, the formal implementation of the national electricity & Poor's raised side, the company will also significantly benefit from.
Value of the note that Guangjunengyuan (000096) Company and one-third of the oil and gas assets should not look down upon. The concept of the company's liquefied gas is very strong, be regarded as the king of the Pearl River Delta liquefied gas! The company has Nanshan and Yantian, two gas subsidiaries and wholly-owned subsidiary of Shennan gas, fully engaged in the city gas industry, due to the development of Shenzhen and the surrounding area as the highest level of special economic zones, urban liquefied petroleum gas consumption quite large, so the company provides a broad development stage. Liquefied petroleum gas as the king of the Pearl River Delta, in the current energy shortage, the market for liquefied petroleum gas, petroleum products such as the case of strong demand, the company will be the biggest beneficiary.
The secondary market, the Shenzhen local shares of stock as the stock has always been active sexually, with the recovery of the power industry, the stock is not stock to 4 yuan region is indeed at a historical low. In addition, the policy of positive support of the power unit also gave up the momentum of Monday's strong performance has demonstrated the power unit has been Progenitors agencies to fund large-scale involvement of the signs of the power unit, in terms of Guangjunengyuan (000096) in the disk are also showed a strong Xi Pan movement, has increased by double-cross the formation of stars, afternoon pulled up is expected.