China Development and Reform Commission, the National Energy Board formally issued "on the orderly release of the development of electricity plans notice", notice requirements: to speed up the organization of power generation enterprises (hereinafter referred to as the "National Development and Reform Commission"), the National Development and Reform Commission, And the purchase of the main power purchase agreement (contract); year to reduce the existing coal-fired power generation enterprises planned electricity; new approved generating units to actively participate in market transactions; orderly release inter-provincial cross-district power plan.

CICC said that as a core of supporting documents to inform the official notice continued in July last year issued a draft policy orientation, focusing on the gradual reduction of coal-fired units plan to further reduce coal and electricity installed capacity growth. The announcement of the official draft emphasizes the development of priority power generation plan to ensure the protection of wind power, photovoltaic, nuclear power of the acquisition; the introduction of the notice will have a different impact on the field of power, is conducive to leading coal-fired power generation enterprises to improve profitability and clean energy Industry development.

And Huachuang Securities said it is expected that the second quarter of the theme will be heated again warming, recommended to pay attention to power grid sales platform. Overall, the release of distribution network and the sale of electricity is the biggest dividend, the distribution of the sale of integrated electricity sales company is the new main power market. With the power grid assets, government resources or large energy companies to do support, with the stock market leader in the sale of electricity in order to take the lead in the market benefit. Key recommendation of the subject: Fuling Power, Guidong Electric, Wenshan Electric, Guangan love all.

With the improvement of electricity to further promote some of the leading beneficiaries have also been affected by the institutions get together, including Fuling Power, the Three Gorges Water Conservancy, Eastern Energy, SDIC, Fu Neng shares and solar energy and other six stocks within 30 days have received three and The above institutions give "buy" rating.