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1. The integration pace of power enterprises is expected to accelerate.
In 102 central enterprises, power companies have 12, steel five, 2 coal, cement 1, so this section in more thermal power generation need through the merger and reorganization to solve the problem of repetitive construction industry, improve operational efficiency.
At present, China shenhua and guodian power two suspension, electrical integration of Chinese god is just the beginning of the thermal power industry, the 360 jun said: shenhua and guodian merger is a big probability event, state power integration is expected to continue to speed up the pace in the future.
2. Electricity reform will be accelerated in the future.
Electricity reform can drive power enterprises to reduce costs and enhance efficiency. The idea of new electricity reform is to control the middle and open ends, and introduce competition in power generation and sales.
Have already submitted the transmission and distribution price labeling in 17 provinces and cities, and approved by the national development and reform commission, electricity change plan prompted changes the pattern of the electric power enterprises, such power generation enterprise premium ability will be greatly improved.
3. The supply-side reform is getting better.
Last week, premier li keqiang focused on the need to speed up supply-side reforms in coal-fired power plants, and to limit the continuous construction of coal-fired power units.
This year, a large thermal power projects are already in reconstruction, and suspended state, installed capacity of thermal power unit for the whole year growth of 3%, the year of the itu forecast 5% growth has obviously decreased.

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