電力行業(yè)分析研究報告

1、電力行業(yè)分析研究報告目錄上篇：行業(yè)分析提要...........................................................1I行業(yè)進入／退出定性趨勢預測..................................................1II行業(yè)進入／退出指標分析......................................................3一、行業(yè)平均

2、利潤率分析.........................................................................................................3二、行業(yè)規(guī)模分析.....................................................................................................

3、................3三、行業(yè)集中度分析.................................................................................................................4四、行業(yè)效率分析........................................................................

4、.............................................5五、盈利能力分析.....................................................................................................................5六、營運能力分析........................................

5、.............................................................................6七、償債能力分析.....................................................................................................................6八、發(fā)展能力分析........

6、.............................................................................................................7九、成本結構分析......................................................................................................

7、...............8十、貸款建議...........................................................................................................................11III行業(yè)風險揭示、政策分析及負面信息..........................................13一、風險揭示....

8、.......................................................................................................................13二、政策分析.............................................................................................

9、..............................13三、負面信息...........................................................................................................................15IV行業(yè)動態(tài)跟蹤分析評價.............................................

10、.........19一、行業(yè)運行情況...................................................................................................................19三、“西電東送”將要緩解東部電荒....................................................................

11、.....................78四、西北電網有限公司成立...................................................................................................81V電價政策分析...............................................................83一、《電價改革方案》出臺

12、.........................................................................................................83二、合理電價機制是蓄能電站的發(fā)展關鍵...........................................................................87三、發(fā)改委通知調整電價.......

13、................................................................................................91VI銀行同業(yè)信息分析..........................................................93一、建行投入西電東送信貸100億....................................

14、...................................................93二、亞行和電監(jiān)會投入70萬美元制定中國電力定價戰(zhàn)略.................................................93三、農業(yè)銀行電力投資情況...............................................................................

15、....................94四、長江電力獲33.5億銀團貸款并獲國開行50億元借款................................................96五、工行與中電投集團簽30億企業(yè)債券擔保協(xié)議.............................................................96VII四季度電力行業(yè)情況分析......................

16、..............................98一、龍灘電站建設情況分析...................................................................................................98二、秦山核電站全面建成................................................................

17、.....................................103VIII四季度電力企業(yè)情況分析..................................................106一、中電投集團公司正式加入亞太電協(xié).............................................................................106二、中國大唐集團投資情況分析.

18、........................................................................................106三、華能集團巨資收購澳大利亞發(fā)電公司半數(shù)股權.........................................................107IX四季度電力市場建設情況分析................................

19、...............110一、電力市場建立的必要條件.............................................................................................110二、電力彈性系數(shù)：經濟發(fā)展的警示標............................................................................

20、...114三、河南電力公司前三季度經營出現(xiàn)虧損.........................................................................118四、200億電費“債務鏈”......................................................................................................125四、