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统计显示,目前电力行业的盈利能力正在回升中。我们认为,虽然机构投资者,尤其是基金投资者对电力行业的投资价值仍有一定分歧,但这或许正为电力行业的投资价值发现提供了一定的机会。因为当市场一边倒的时候,对行业价值的挖掘可能会由于从众心理变得简单化,而证券投资领域永远要面对的是投资价值的复杂性。我们建议投资者关注能够充分享受电力行业盈利能力全面回升益处的公司,主要是指那些具有一定装机规模,又具备较大装机容量增长率的公司股票,如G华靖、G申能、国电电力等。
Statistics show that the power industry’s profitability is picking up. In our opinion, although institutional investors, especially fund investors, still have some differences in the investment value of the power industry, this may provide some opportunities for the discovery of the investment value of the power industry. Because when the market is one-sided, the excavation of the value of the industry may be simplified due to the mentality of the masses, while the field of securities investment is always to face the complexity of the investment value. We recommend that investors focus on fully enjoying the profitability of the power industry to fully benefit from the recovery of the company, mainly refers to those with a certain installed capacity, but also have a larger growth rate of installed capacity of corporate shares, such as G Huajing, G Shen Neng, GD Power Wait.