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雷达卡
【页数】：17
【目录或简介】：􀁺 要闻回顾......................................................................................................4
新能源产业发展规划拟十年投资5万亿.................................................................................................................4
未来5年300亿或将投向新能源汽车.....................................................................................................................4
2015年我国煤炭占一次能源消费比重将降至63％...............................................................................................4
我国煤炭法规政策体系建设加速推进.....................................................................................................................4
武汉将建国家级煤炭储备基地................................................................................................................................4
我国计划新建三个大型石油泄漏应急设备库.........................................................................................................4
行业统计......................................................................................................5
能源行业....................................................................................................................................................5
电力行业....................................................................................................................................................5
新能源行业................................................................................................................................................6
行业策略......................................................................................................7
煤炭行业....................................................................................................................................................7
中信建投证券：预期修正不能成为市场反转的理由.............................................................................................7
西南证券：最优反弹期基本完成，步入持续震荡阶段.........................................................................................7
广发证券：预计上涨趋势将减缓.............................................................................................................................7
中金公司：近期具有阶段性机会，但持续性有待观察.........................................................................................7
申银万国：建议投资者以“标配”参与反弹.........................................................................................................7
国泰君安：动力煤价或补跌，焦煤底部已探明.....................................................................................................7
石油开采与加工行业................................................................................................................................8
元大证券：中国重视天然气使用，引领全球潮流.................................................................................................8
招商证券：经济放缓，供求好转.............................................................................................................................8
电力行业....................................................................................................................................................8
申银万国：预计发电量增速从6 月开始逐步回落................................................................................................8
申银万国：水电项目重启将掀起新一轮水电建设的高潮.....................................................................................8
新能源行业................................................................................................................................................9
东方证券：新兴能源规划承担重任.........................................................................................................................9
光大证券：全球光伏市场暖风频吹，新一轮政策行情或将来临.........................................................................9
莫尼塔公司：美国“千万太阳能屋顶提案”不超预期.........................................................................................9
个股策略......................................................................................................9
福田汽车....................................................................................................................................................................9
华能国际....................................................................................................................................................................9
杰瑞股份..................................................................................................................................................................10
国电电力..................................................................................................................................................................10
国电电力..................................................................................................................................................................10
国电电力..................................................................................................................................................................10
国电电力..................................................................................................................................................................10
上海能源..................................................................................................................................................................11
杰瑞股份..................................................................................................................................................................11
国电电力..................................................................................................................................................................11
国电电力..................................................................................................................................................................11
国电电力..................................................................................................................................................................11
平庄能源..................................................................................................................................................................12
平庄能源..................................................................................................................................................................12
中煤能源..................................................................................................................................................................12
建投能源..................................................................................................................................................................12
平庄能源..................................................................................................................................................................12
平庄能源..................................................................................................................................................................13
神开股份..................................................................................................................................................................13
金风科技..................................................................................................................................................................13
南玻A.......................................................................................................................................................................13
南玻A.......................................................................................................................................................................13
南玻A.......................................................................................................................................................................13
中煤能源..................................................................................................................................................................13
南玻A.......................................................................................................................................................................14
南玻A.......................................................................................................................................................................14
国电电力..................................................................................................................................................................14
中煤能源..................................................................................................................................................................14
中国石化..................................................................................................................................................................14
个股数据....................................................................................................15
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