Power industry in April the opportunity of the regional electricity enterprises looming

Every reporter Li The National Bureau of Statistics recently released data shows that the entire industry April single month to 2.19 billion yuan in the profit margin, and the first quarter of this year, the power industry loss limit of 1.37 billion yuan.　　Industry insiders said that the power industry April performance is significantly better than expected, this good news is expected to promote power stocks stronger. Electricity enterprises in April to make 2.19 billion yuan in the first quarter of this year, although the performance of the electricity industry by the coal prices continue to drop the positive impetus, but because of the whole society of power demand shrinking and other factors, the entire power sector is still in the loss.　　Statistics show that the first quarter of this year, China's electricity industry total losses of 1.37 billion yuan. However, the latest data released by the Bureau of Statistics show that the power industry in April this month to achieve a profit of 2.19 billion yuan, a sweep of the 2008 industry-wide deficit haze. A person in the industry said that the power industry April performance So good indeed some surprise, the recent period of time, coal prices did not appear in the expected sharp decline, datong power coal (5500 kcal) Hang Hau Price maintained at 440 yuan/ton, while the social demand for electricity in the low hovering, April generation of output fell 3.5%　　, a slight increase from the 1.3% drop in March. Yuan Securities analyst Chang said that although the recent market prices have not significantly declined, but the electricity companies last year, most of the high coal storage has been fully consumed in the first quarter, many companies have begun to use prices significantly lower than last year's market coal and contract coal.　　In other words, lower coal prices have reduced the cost of electricity, the main reason for the April surge in power industry performance. Regional electricity companies have the opportunity to be in the lower coal prices after the gradual appearance of electricity demand after a period of decline has also begun to stabilize the signs.　　Industry insiders pointed out that, although the April decline in power generation has been expanded, but this is because the various industries are in the stage of inventory, the decline is also reasonable, and into the June, the traditional peak of the summer electricity will soon come, the social power to promote the rebound in electricity consumption.　　Chang that while the current downward trend in electricity consumption has slowed, and to the good direction, but still at the bottom of the region, only the economic situation, social demand for electricity can really get out of the trough, and some areas of China's supply oversupply situation still exists, the lack of demand will inevitably affect the performance of some areas of electricity enterprises. In the research report of the Joint Securities publication, analyst Wang Yu also pointed out that in the future development pattern of China's electricity market, the rich coal and hydraulic resources in the West will be transported to the coastal economically developed areas by electricity. With the implementation of the "West to East" policy, Shanxi, Inner Mongolia, Anhui, Hubei, Guizhou and Yunnan province, six provincial electricity enterprises must benefit greatly.　　Statistics show that this 1 ~ April Six of the cumulative electricity generation growth of 10.7%, significantly better than-3.2% of the national average level. Analysts suggested that the six provinces of the main thermal power enterprises, such as state investment (600886, closing price of 10.93 yuan), Anhui Power (000543, closing price of 7.90 yuan), Nemongwa Electricity (600863, closing price of 5.15 yuan).