电力投资 输变电投资行情看好 电站设备步入阶段性顶部  

Investment in Power Industry:Good investment prospect of Electric Transmission and Transformation The development of Power station equipment,reaching phased top of the current cycle

作　　者：刘磊[1] 

机构地区：[1]中信证券

出　　处：《电器工业》2008年第2期11-18,共8页CHINA ELECTRICAL EQUIPMENT INDUSTRY

摘　　要：中国经济的快速发展,带来了全社会用电量和电力投资的持续增长。2007年中国经济的快速发展,带动我国全社会的用电量达到26726亿千瓦时,同比增长15%;电量达20111亿千瓦时,同比增长16.4%。这些发展,使得我国电力行业的投资呈逐步增长趋势,其投资结构也正逐步趋于优化。输变电设备行业投资前景看好,而电站设备已步入本轮周期的阶段性顶部。Fast development of China＇s economy brings about sustained growth in total electricity consumption and electric power investment. In 2007, the total electricity consumption reached 26726 trillion KWH; up 15% compared ＇ with the corresponding period last year; the electric quantity accounts for 20111 trillion KWH, up 16.4% compared with the corresponding period last year. These developments enable the investment in national power industry to be increased gradually, and investment structure optimized gradually. There is a good prospect for Electric Transmission and Transformation industry, and the development of power station equipment, reaching staged top of the current cycle.

关 键 词：输变电设备 电力投资 电站设备 顶部 社会用电量 行情 中国经济 电力行业 

分 类 号：F426.61[经济管理—产业经济]