第1页共149页编号：时间：2021年x月x日书山有路勤为径，学海无涯苦作舟页码：第1页共149页本周目录特别报道：╣海通报告：行业月度跟踪报告：电力设备行业（PDF版）╣联合报告：长江电力：三种方法重新测算合力对价（PDF版）一、特别关注..................................................................................................................................81.电力供求明年将趋平衡火电项目投资风险加剧.................................................................8[2.]央企併购地方电力企业渐成趋势........................................................................................910[3.]电力行业面临价值重估电力上市公司投资策略要点分析.............................................1112[4.]股权分置改革带来机会——电力行业下半年投资策略..................................................1214二、易繁监控：数据统计和分析.............................................................................................1415[5.]国家电网公司预计今夏供电缺口2500万千瓦.................................................................1415[6.]长江电力南方电网购电量大增........................................................................................1416[7.]中国电力发电量降6.7%...................................................................................................1516三、政策与行业分析................................................................................................................1516总览...............................................................1516[8.]余热发电可解电力困局......................................................................................................1516[9.]对电荒的另类解读有利于重新发现能源真正价值........................................................1617[10.]电力需求侧管理路还长....................................................................................................1718[11.]京沪政府节电先行“用能评估”....................................................................................1819[12.]大停电离中国有多远？....................................................................................................1921政府动向...........................................................2123[13.]胡锦涛：希俄方以有竞争力的价格开拓中国电力市场................................................2123[14.]国家电监会将再次组织开展全国电价大检查................................................................2224关注：长江电力股权分置改革.........................................2224[15.]长江电力大幅派现引人瞩目............................................................................................2224[16.]长电股改：大股东支付近34亿元..................................................................................2325[17.]长电股改如何维护投资者利益？....................................................................................2426[18.]长江电力：公司算术战胜股改数学................................................................................2426股改方案.......................................................2528[19.]长电方案:10送1.6706股加5.88元.................................................................................2628[20.]长江电力股权分置改革方案出台....................................................................................2628[21.]股权分置改革要着眼于公司长远发展---解析长江电力的股权分置改革方案..............
