核电板块:或成反弹先锋官Nuclear report board piece: Or into rebound vanward official核電板塊:或成反彈先鋒官

  昨日,核电板块充当了A股市场领涨先锋角色。因为在早盘,该板块就反复活跃,江苏神通等核电概念股率先冲击涨停板,从而昭示着核电板块已成为本轮反弹行情的旗手。 

  核电板块的强劲走势,主要是因为该类个股在今年以来的调整力度较大,存在着一定的反弹意愿。另外,该板块也迎来了利好消息。据报道称“8月底结束的核电安全大检查目前已完成核查报告并上报国务院,有望近期向社会公布。《核电安全规划》制定工作正陆续展开,争取年底前发布征求意见稿。多位人士表示,随着一系列规划的出台,此前一直暂缓的新建核电项目审批工作或于明年初重启”。这就意味着今年以来一度处于沉寂期核电项目将重新开工,进而对核电设施的相关上市公司带来新的业绩成长动能。 

  乐观者基于两个因素,看好我国的核电。一方面是因为核电相对于火电等传统能源来说,具有较强的环保优势。而且,从近几十年来的核电运行来看,整体上风险仍处于可控的状态,所以,核电的发展仍是一个大的趋势。另一方面则是因为相关规模也意味着我国中长线的核电发展前景仍然是相对确定的、乐观的。 

  综上所述,中短线来看,核电板块仍然有望延续着反弹行情。在操作中,建议投资者可关注三类核电股,一是核电设备股,主要是江苏神通、南风股份、东方电气等品种。二是核电耗材股,东方锆业、九龙电力等。三是核电运营股,目前主要是指拥有核电公司股权的品种,比如说申能股份以及增发有望进入核电运营的上海电力等个股。 

  记者  战旗



下面是吴昊波翻译所得
Yesterday, nuclear report board piece acted as field of A stock market is gotten go up vanward part. Because be in early dish, this board piece relapse active, the nuclear report concept such as Jiangsu magic power take the lead in pounding harden board, thereby declare publicly is worn nuclear report board piece already became epicycle to rebound the flagman of prices.

Nuclear report board piece go strong situation, because,basically be this kinds this year since adjust strength bigger, existing to rebound certainly apiration. Additional, this board piece also received interest good news. Say according to the report ” safety checks the nuclear report that ends by August to already finished the report that check to report the State Council at present greatly, hopeful near future is announced to the society. ” nuclear report safety plans ” make the job spreading out in succession, before striving for the end of the year, release ask for opinion draft. Many personage expresses, as a series of programs come on stage, defer all the time before this build nuclear report to the project examines and approve the job or restart at the beginning of next year ” . This is meant be in for a time since this year become silent project of period nucleus cable will be new start working, shut city firm to bring new outstanding achievement to grow to the photograph of nuclear report establishment then kinetic energy.

Hopeful person be based on two elements, value the nuclear report of our country. Because nuclear report is opposite,be on one hand for the traditional the sources of energy such as Yu Huo report, have stronger environmental protection dominant position. And, the nuclear report that comes from nearly a few years moves in light of, the risk on whole still is in the state that can accuse, so, the development of nuclear report still is a big trend. Because relevant dimensions also means the long term nucleus report in our country to develop foreground to remain,be relatively affirmatory on the other hand, hopeful.

The place on put together is narrated, short line looks in, nuclear report board piece still hopeful is continueing to rebound prices. In the operation, proposal investor can pay close attention to report of 3 kinds of nucleuses, it is nuclear phone equipment, basically be Oriental and share of Jiangsu magic power, south wind, electric wait for breed. 2 it is material of nuclear power consumption, electric power of Oriental zirconium course of study, 9 dragon. 3 it is nuclear cable operation, basically be to point to the variety that has equity of nuclear phone company at present, for example explain can share and the Shanghai electric power that increase hair hopeful to enter nuclear cable operation.

Reporter Battle banner



下面是郑添翼翻译所得
  昨日,核電板塊充當瞭A股市場領漲先鋒角色。因為在早盤,該板塊就反復活躍,江蘇神通等核電概念股率先沖擊漲停板,從而昭示著核電板塊已成為本輪反彈行情的旗手。 

  核電板塊的強勁走勢,主要是因為該類個股在今年以來的調整力度較大,存在著一定的反彈意願。另外,該板塊也迎來瞭利好消息。據報道稱“8月底結束的核電安全大檢查目前已完成核查報告並上報國務院,有望近期向社會公佈。《核電安全規劃》制定工作正陸續展開,爭取年底前發佈征求意見稿。多位人士表示,隨著一系列規劃的出臺,此前一直暫緩的新建核電項目審批工作或於明年初重啟”。這就意味著今年以來一度處於沉寂期核電項目將重新開工,進而對核電設施的相關上市公司帶來新的業績成長動能。 

  樂觀者基於兩個因素,看好我國的核電。一方面是因為核電相對於火電等傳統能源來說,具有較強的環保優勢。而且,從近幾十年來的核電運行來看,整體上風險仍處於可控的狀態,所以,核電的發展仍是一個大的趨勢。另一方面則是因為相關規模也意味著我國中長線的核電發展前景仍然是相對確定的、樂觀的。 

  綜上所述,中短線來看,核電板塊仍然有望延續著反彈行情。在操作中,建議投資者可關註三類核電股,一是核電設備股,主要是江蘇神通、南風股份、東方電氣等品種。二是核電耗材股,東方鋯業、九龍電力等。三是核電運營股,目前主要是指擁有核電公司股權的品種,比如說申能股份以及增發有望進入核電運營的上海電力等個股。 

  記者  戰旗

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