國(guo)(guo)家發改(gai)(gai)委主任徐紹史(shi)在兩(liang)會期間透露(lu)，今年還有幾項重大的(de)價格改(gai)(gai)革(ge)措施正在醞釀過(guo)程中，如(ru)藥價改(gai)(gai)革(ge)、電價改(gai)(gai)革(ge)等，不久(jiu)將(jiang)會出(chu)臺。更為重要的(de)是(shi)，今年政(zheng)府(fu)工作報告(gao)中提出(chu)“不失時(shi)機加快價格改(gai)(gai)革(ge)”，意(yi)味著我國(guo)(guo)價格改(gai)(gai)革(ge)的(de)市(shi)場化步伐將(jiang)加速推進，價格監管(guan)將(jiang)日趨加強。

據悉，新(xin)電改(gai)方案(an)在(zai)春節前已經國務院常(chang)務會(hui)議(yi)，政治局常(chang)委會(hui)會(hui)議(yi)審議(yi)核定，并有望在(zai)兩會(hui)后(hou)對外印(yin)發，這是繼2002年國務院印(yin)發“五(wu)號文件”之(zhi)后(hou)，再次由中央最高領導拍(pai)板決策，開啟新(xin)一輪電力體制(zhi)改(gai)革。

事實上，今年元旦，深圳電改已經啟動，而條件成熟的(de)蒙西電網甚至云南電網，都是下一步改革試點的(de)候選對(dui)象。

與此同時，資(zi)本市場上，電(dian)力概念股(gu)在“新電(dian)改方案有(you)望出(chu)爐”的預期(qi)(qi)之下屢(lv)屢(lv)表現強勢，統計(ji)顯示，今年以來，共有(you)38只電(dian)力股(gu)實現上漲，其(qi)中(zhong)，截至昨(zuo)日期(qi)(qi)間(jian)(jian)(jian)累(lei)計(ji)漲幅(fu)超10%的個(ge)股(gu)有(you)20只，剔(ti)除目前處于(yu)停牌狀(zhuang)態(tai)個(ge)股(gu)，上海電(dian)力(12.43， -0.06， -0.48%)期(qi)(qi)間(jian)(jian)(jian)累(lei)計(ji)漲幅(fu)最高達到59.15%，此外(wai)，嘉化能源(13.88， 0.78， 5.95%)、濱海能源(19.50， 0.57，3.01%)、湖南(nan)發展(12.20， 1.11， 10.01%)期(qi)(qi)間(jian)(jian)(jian)累(lei)計(ji)漲幅(fu)也在50%以上，分別(bie)達到55.26%、52.82%、50.43%，而(er)廣安愛眾(7.92， 0.13， 1.67%)(25.91%)、豫能控股(gu)(11.99， -0.24，-1.96%)(24.77%)、梅雁吉祥(xiang)(4.47， 0.22， 5.18%)(21.47%)等個(ge)股(gu)期(qi)(qi)間(jian)(jian)(jian)累(lei)計(ji)漲幅(fu)也較為顯著(zhu)。

僅從上周表現來(lai)看(kan)，湖南發(fa)展、濱海能源(yuan)、梅(mei)雁吉祥、嘉化能源(yuan)、廣安愛眾(zhong)等電(dian)(dian)(dian)力(li)股周漲幅均在10%以上，分別(bie)為，26.29%、23.65%、15.80%、15.47%、10.92%。資金(jin)流向方面，上周共有18只(zhi)電(dian)(dian)(dian)力(li)股呈(cheng)現大單資金(jin)凈(jing)流入態勢，其中9只(zhi)個股上周累計大單資金(jin)凈(jing)流入超(chao)1000萬(wan)元，分別(bie)為，長江(jiang)電(dian)(dian)(dian)力(li)(9.82， 0.07， 0.72%)(10948.60萬(wan)元)、湖南發(fa)展(9257.16萬(wan)元)、梅(mei)雁吉祥(8396.18萬(wan)元)、嘉化能源(yuan)(7614.86萬(wan)元)、文山電(dian)(dian)(dian)力(li)(7.95， -0.16，-1.97%)(5237.40萬(wan)元)、樂山電(dian)(dian)(dian)力(li)(9.45， -0.16， -1.66%)(3201.24萬(wan)元)、廣安愛眾(zhong)(2235.30萬(wan)元)、涪陵電(dian)(dian)(dian)力(li)(17.04， -0.11， -0.64%)(1495.14萬(wan)元)、通寶能源(yuan)(6.57，0.03， 0.46%)(1450.15萬(wan)元).

本(ben)次新電改(gai)方案將吹響(xiang)能源體(ti)制改(gai)革(ge)(ge)號角，是能源體(ti)制改(gai)革(ge)(ge)重(zhong)要一(yi)環，業內人士普遍認為，電力板塊有望(wang)迎來(lai)新一(yi)輪主題投資機會。

那么(me)如何布局這(zhe)輪主題投(tou)(tou)資機會呢？申(shen)萬(wan)(wan)(wan)宏源(15.40， -0.05， -0.32%)表示，隨著新電(dian)(dian)(dian)(dian)(dian)(dian)改(gai)政策出臺，全國(guo)5.5萬(wan)(wan)(wan)億度售(shou)(shou)電(dian)(dian)(dian)(dian)(dian)(dian)對應(ying)的(de)萬(wan)(wan)(wan)億元(yuan)級別市場(chang)即將開啟(qi)，針(zhen)對新電(dian)(dian)(dian)(dian)(dian)(dian)改(gai)強(qiang)調三個確定的(de)邏(luo)輯：1。發(fa)電(dian)(dian)(dian)(dian)(dian)(dian)端(上網(wang)電(dian)(dian)(dian)(dian)(dian)(dian)價)有望率先引入(ru)市場(chang)化機制。低價者受益，推薦水(shui)電(dian)(dian)(dian)(dian)(dian)(dian)和(he)大火電(dian)(dian)(dian)(dian)(dian)(dian)，建議關注川投(tou)(tou)能源(19.93， -0.06，-0.30%)、國(guo)投(tou)(tou)電(dian)(dian)(dian)(dian)(dian)(dian)力(li)(9.85， 0.00， 0.00%)和(he)桂冠電(dian)(dian)(dian)(dian)(dian)(dian)力(li)(5.17， -0.04， -0.77%).2。售(shou)(shou)電(dian)(dian)(dian)(dian)(dian)(dian)側(售(shou)(shou)電(dian)(dian)(dian)(dian)(dian)(dian)價)或采取多元(yuan)化方式(shi)引入(ru)競爭。獨立配售(shou)(shou)電(dian)(dian)(dian)(dian)(dian)(dian)資源企業(ye)和(he)發(fa)電(dian)(dian)(dian)(dian)(dian)(dian)企業(ye)由(you)于已有銷(xiao)售(shou)(shou)渠道和(he)生(sheng)產(chan)(chan)優(you)勢，更利于涉入(ru)售(shou)(shou)電(dian)(dian)(dian)(dian)(dian)(dian)市場(chang)業(ye)務(wu)。推薦廣安愛眾(zhong)、郴(chen)電(dian)(dian)(dian)(dian)(dian)(dian)國(guo)際(ji)(17.62， 0.63，3.71%)和(he)樂(le)山電(dian)(dian)(dian)(dian)(dian)(dian)力(li)。3。電(dian)(dian)(dian)(dian)(dian)(dian)改(gai)是電(dian)(dian)(dian)(dian)(dian)(dian)價改(gai)革，長期(qi)看有利于降低全社(she)會用電(dian)(dian)(dian)(dian)(dian)(dian)成本，改(gai)善下游(you)全產(chan)(chan)業(ye)鏈(原材料、制造等環節(jie))盈利水(shui)平。