沧海一滴水 发表于 2009-9-29 11:26

<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; TEXT-INDENT: 24pt; LINE-HEIGHT: 180%; TEXT-ALIGN: left; mso-margin-top-alt: auto; mso-margin-bottom-alt: auto; mso-pagination: widow-orphan" align=left><SPAN style="FONT-SIZE: 7pt; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">目前国内正在制定的政策有：《节能环保产业发展规划》、《关于半导体照明节能产业发展的意见》、《关于发展低碳经济的指导意见》、《新能源产业发展规划》等。随着哥本哈根会议的临近，国内相关政策出台的预期也将升温；同时，对气候问题的关注，也将使得资本市场对低碳经济的关注度再度上升。预期未来的这几个月里，新能源和节能减排板块有较好的投资机会，建议投资者加大对低碳板块的关注。</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN"><?xml:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" /><o:p></o:p></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; TEXT-INDENT: 24pt; LINE-HEIGHT: 180%; TEXT-ALIGN: left; mso-margin-top-alt: auto; mso-margin-bottom-alt: auto; mso-pagination: widow-orphan" align=left><SPAN style="FONT-SIZE: 7pt; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">　　根据我们的理解，我们认为低碳经济概念主要包括以下两大的类别：一、新能源板块：包括风电、核电、光伏发电、生物质能发电、地热能、氢能等。二、节能减排板块：包括智能电网、新能<SPAN style="COLOR: black">源汽车、建筑节能、半导体照明节能、变频器、余热锅炉、余压利用、清洁煤发电和清洁煤利用板块（包括</SPAN></SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">CMD</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">项目）等。重点公司推荐如下：</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN"><o:p></o:p></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; TEXT-INDENT: 24pt; LINE-HEIGHT: 180%; TEXT-ALIGN: left; mso-margin-top-alt: auto; mso-margin-bottom-alt: auto; mso-pagination: widow-orphan" align=left><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">　　核电板块。根据核电行业受益程度的不同，应重点关注有一定技术门槛、盈利能力较高的核电设备制造业个股，重点推荐东方电气（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">600875</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）、上海电气（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">601727</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）、哈空调（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">600202</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）、中核科技（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">000777</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）、自仪股份（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">600848</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）、奥特讯、兰太实业（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">600328</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）、海陆重工（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">002255</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）、方大炭素（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">600516</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）、嘉宝集团（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">600622</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）。</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN"><o:p></o:p></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; TEXT-INDENT: 24pt; LINE-HEIGHT: 180%; TEXT-ALIGN: left; mso-margin-top-alt: auto; mso-margin-bottom-alt: auto; mso-pagination: widow-orphan" align=left><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">　　风电板块。根据风电产业链的各个环节利润的高低以及发展趋势，首选龙头整机生产厂商和核心零部件生产厂商。推荐如下：金风科技（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">002202</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）、湘电股份（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">600416</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）、东方电气（整机）；中材科技（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">002080</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）（叶片）；华锐铸钢（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">002204</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）（铸件</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">/</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">风机轮毂）；天马股份（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">002122</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）（风电轴承）。</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN"><o:p></o:p></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; TEXT-INDENT: 24pt; LINE-HEIGHT: 180%; TEXT-ALIGN: left; mso-margin-top-alt: auto; mso-margin-bottom-alt: auto; mso-pagination: widow-orphan" align=left><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">　　光伏发电。依据太阳能行业需求回暖时，各环节的受益程度的不同，我们优先推荐高端薄膜电池厂商及零配件供应商，其次是晶体硅电池下游或一体化厂商，再次是晶体硅电池上游多晶硅。建议投资者重点关注天威保变（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">600550</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）、南玻</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">A</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">000012</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）、中航三鑫（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">002163</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）、航天机电（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">600151</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）、拓日新能（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">002218</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）、孚日股份（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">002083</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）、金晶科技（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">600586</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）、川投能源（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">600674</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）。</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN"><o:p></o:p></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; TEXT-INDENT: 24pt; LINE-HEIGHT: 180%; TEXT-ALIGN: left; mso-margin-top-alt: auto; mso-margin-bottom-alt: auto; mso-pagination: widow-orphan" align=left><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">　　新能源汽车。我们分析认为，新能源汽车的核心及利润主要在于动力电池组，因而应重点关注涉及到镍氢电池和锂电核心资源或者核心技术产品的厂商，建议关注：科力远（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">600478</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）、中炬高新（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">600872</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）（镍氢电池）；江苏国泰（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">002091</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）、西藏矿业（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">000762</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）、杉杉股份（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">600884</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）、中信国安（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">000839</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）、中国宝安（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">000009</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）、佛塑股份（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">000973</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）（锂电）。</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN"><o:p></o:p></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; TEXT-INDENT: 24pt; LINE-HEIGHT: 180%; TEXT-ALIGN: left; mso-margin-top-alt: auto; mso-margin-bottom-alt: auto; mso-pagination: widow-orphan" align=left><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">　　智能电网。重点关注荣信股份（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">002123</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）、国电南瑞（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">600406</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）、特变电工（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">600089</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）、长城开发（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">000021</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）、思源电气（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">002028</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）、安泰科技（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">000969</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）。</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN"><o:p></o:p></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; TEXT-INDENT: 24pt; LINE-HEIGHT: 180%; TEXT-ALIGN: left; mso-margin-top-alt: auto; mso-margin-bottom-alt: auto; mso-pagination: widow-orphan" align=left><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">　　其他方面：凯迪电力（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">000939</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）（生物质能发电）；华光股份（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">600475</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）、科达机电（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">600499</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）（清洁煤发电）；华光股份、泰豪科技（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">600590</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）、双良股份（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">600481</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）（建筑节能）；三爱富（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">600636</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）、巨化股份（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">600160</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）、天富热电（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">600509</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">CDM</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）；浙江阳光（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">600261</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）、佛山照明（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">000541</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: 宋体; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">）、雪莱特（</SPAN><SPAN lang=EN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; FONT-FAMILY: Verdana; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: EN">002076</SPAN><SPAN style="FONT-SIZE: 7pt; COLOR: black; LINE-HEIGHT: 180%; 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如意百合 发表于 2009-9-30 12:32

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