【出版时间及名称】:2009年12月中国电力行业研究报告
【作者】:BNP百富勤
【文件格式】:PDF
【页数】:32
【目录或简介】:
Contents
1) Coal price hike exceeds our expectation ................................................................................................................................. 3
2) Power demand – recovery on track .......................................................................................................................................... 3
3) Soaring coal prices digest power demand growth................................................................................................................... 5
4) Coal consolidation – one blow after another for IPPs ............................................................................................................. 5
5) Power-tariff adjustment – limited potential impact .................................................................................................................. 5
6) BUY CR Power; downgrade all other IPPs............................................................................................................................... 6
7) Company updates ...................................................................................................................................................................... 9
CR Power ........................................................................................................................................................................ 10
Huaneng Power .............................................................................................................................................................. 15
Datang Int'l Power .......................................................................................................................................................... 19
Huadian Power ............................................................................................................................................................... 23
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