First of all, many people think that power restrictions can be hyped by power stocks. Jin Rong feels that electricity is now clearly known, and the performance-to-price ratio of directly buying power plants is not high, and it is very difficult to change the properties of electricity as a public utility stock. And the NDRC has also made it clear that it will increase the supply of coal, ensure electricity and slow down the impact of rising electricity on the economy.
My opinion on this is:
one, $YANKUANG ENERGY (01171.HK)$   $CHINA SHENHUA (01088.HK)$   $China Shenhua Energy (601088.SH)$To ensure electricity, the main direction is to control the price of coal, but this requires a process. It is very difficult for coal prices to be suppressed immediately, and the probability is that they will remain high. If coal stocks encounter a bad mood, they can copy the bottom. But do not chase high, the value of chasing high is not great.
two, $CHINA SUNTIEN (00956.HK)$   $DATANG RENEW (01798.HK)$   $CHINA LONGYUAN (00916.HK)$   $GOLDWIND (02208.HK)$The performance-to-price ratio of power grid and wind power is still relatively high, because this is the fundamental way to solve the power problem. I think the market will not end, and there will be repeated market after the festival.
Second, the price of oil and natural gas, international pricing,.