19 電力行業(yè)分析研究報告200304

1、目 錄上篇：行業(yè)分析提要 ...........................................................1I 行業(yè)進入／退出定性趨勢預(yù)測 ..................................................1II 行業(yè)進入／退出指標分析......................................................3一、行業(yè)平均利潤率

2、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(jié)構(gòu)分析.........................................................................................................

7、............8十、貸款建議...........................................................................................................................11III 行業(yè)風(fēng)險揭示、政策分析及負面信息 ..........................................13一、風(fēng)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...................................................................................................................19二、行業(yè)強勢、弱勢、機會與風(fēng)險（SWOT）..............................................................

11、............19三、行業(yè)經(jīng)濟運行指標...........................................................................................................20V 龍頭/重點聯(lián)系企業(yè)分析......................................................21一、龍頭/重點聯(lián)系企業(yè)財務(wù)指標 ..

12、.......................................................................................21二、企業(yè)在全國各地的分布...................................................................................................22二、亞行和電監(jiān)會投入 70 萬美元制

13、定中國電力定價戰(zhàn)略.................................................93三、農(nóng)業(yè)銀行電力投資情況...................................................................................................94四、長江電力獲 33.5 億銀團貸款并獲國開行 50 億元借款................

14、................................96五、工行與中電投集團簽 30 億企業(yè)債券擔(dān)保協(xié)議.............................................................96VII 四季度電力行業(yè)情況分析 ....................................................98一、龍灘電站建設(shè)情況分析.................

15、..................................................................................98二、秦山核電站全面建成.....................................................................................................103VIII 四季度電力企業(yè)情況分析 ....

16、..............................................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............................................................

17、.............................106三、華能集團巨資收購澳大利亞發(fā)電公司半數(shù)股權(quán).........................................................107IX 四季度電力市場建設(shè)情況分析 ...............................................110一、電力市場建立的必要條件..........................

18、...................................................................110二、電力彈性系數(shù)：經(jīng)濟發(fā)展的警示標...............................................................................114三、河南電力公司前三季度經(jīng)營出現(xiàn)虧損.................................

19、........................................118四、200 億電費“債務(wù)鏈”......................................................................................................125四、南方區(qū)域電力市場將適時啟動...........................................

20、..........................................128X 我國火電發(fā)電機組未來需求預(yù)測 .............................................130一、我國未來對火電發(fā)電機組的需求.................................................................................130二、我國目前電站的發(fā)

21、電機組狀況.....................................................................................131三、國際發(fā)電設(shè)備市場氣氛樂觀.........................................................................................132XI 四季度電力項目情況分析 ......

22、.............................................133一、我國首批 750 千伏輸電設(shè)備采購合同在北京簽字.....................................................133二、西北電網(wǎng)首次黑起動試驗成功...........................................................................