Three positive superimposed nuclear power plate 36 stocks were large net inflow of funds-tianbi

Three good superposition of nuclear plate 36 stocks showed a net inflow of large single Sina App: Live on-line blogger to guide you with entries you earn will always let you falls – Wu Shan told reporters yesterday, the nuclear power sector strong rise, the overall increase of nearly 2%, plate stocks collective movement of the China nuclear construction Portland stone reloading, nuclear technology, Jiangsu supernatural 4 stock trading together, Jiuli (6.99%), (6.91%), flying shares of wal nuclear material (5.96%), Hangzhou high tech (5.49%) and other stocks also rose exceeded 5%. Capital flows, the "Securities Daily" market research center according to the display flush statistics, yesterday, a total of 36 nuclear power stocks showed a net inflow of large single trend, among them, 11 stocks of large single net inflows over 10 million yuan, the specific point of view, nuclear technology and nuclear China built large single capital inflows exceeding 100 million yuan, respectively. 166 million 807 thousand and 800 yuan and 163 million 352 thousand and 200 yuan, large carbon (98 million 478 thousand yuan), Portland stone reload (87 million 336 thousand and 100 yuan), a Chinese (61 million 156 thousand and 700 yuan) and other 3 stocks of large single net inflow of funds also were more than 60 million yuan, in addition, a large single net inflow of capital stocks over 10 million yuan include, Jiangsu Shentong (38 million 233 thousand and 100 yuan), TBEA (21 million 729 thousand and 100 yuan), Jiabao group (18 million 209 thousand and 700 yuan), Angang shares (15 million 708 thousand and 200 yuan), Jiuli (15 million 8 thousand and 700 yuan), environment (winfore 10 million 696 thousand yuan), and these 11 stocks accumulated large single capital inflows amounted to 696 million 715 thousand and 400 yuan. In this regard, analysts pointed out that the nuclear power sector is highly active and closely related to the recent favorable factors superimposed. First of all, China’s overseas nuclear power projects are facing major changes. In September 15th, the British government announced the approval of a new nuclear power project, and said it would take a series of measures to improve the safety level of the project. It is generally believed that this is a milestone in China’s nuclear power internationalization in the past 20 years. The construction of the China Guangdong nuclear power will not only participate in Hinkley point C nuclear power project, will also participate in the construction of two nuclear power projects in the UK, which gives Chinese foreign investment and technology of nuclear power output to the developed countries, opened a huge welcome door. On the one hand, the decision made by the British side is clear that the Chinese capital can enter the field of nuclear power in Britain through the introduction of the project into the field of British nuclear power. On the other hand, it also means that foreign investment, including Chinese capital, will be required to comply with the new investment regulations in the UK’s important infrastructure areas. Secondly, brewing 8 years, "Nuclear Power Management Ordinance" promulgated nearly. According to the Legal Affairs Office of the State Council website news, the national development and Reform Commission, Energy Bureau drafted the "nuclear power management regulations (review)" from September 19th for public opinions. It is stipulated in the manuscript that the construction of the nuclear power plant needs to organize social stability risk assessment. The siting of the nuclear power plant should take the demonstration meeting, hearing, publicity or other ways to solicit public opinions. Regulations on Nuclear Power Administration (review) for nuclear power planning, site selection, investment and construction in China

三重利好叠加核电板块 36只概念股呈大单资金净流入 新浪财经App:直播上线 博主一对一指导 你参赛你赚你拿 总能让你过把瘾   ■本报记者 吴 珊   昨日,核电板块强势崛起,整体涨幅接近2%,板块内成份股集体异动,其中,中国核建、兰石重装、中核科技、江苏神通等4只个股联袂涨停,久立特材(6.99%)、中飞股份(6.91%)、沃尔核材(5.96%)、杭州高新(5.49%)等个股涨幅也均突破5%。   资金流向方面,《证券日报》市场研究中心据同花顺统计显示,昨日,共有36只核电概念股呈现大单资金净流入态势,其中,11只个股大单资金净流入超1000万元,具体来看,中核科技和中国核建大单资金净流入均超亿元,分别为16680.78万元和16335.22万元,方大炭素(9847.80万元)、兰石重装(8733.61万元)、中国一重(6115.67万元)等3只个股大单资金净流入也均在6000万元以上,此外,大单资金净流入超1000万元的个股还包括,江苏神通(3823.31万元)、特变电工(2172.91万元)、嘉宝集团(1820.97万元)、鞍钢股份(1570.82万元)、久立特材(1500.87万元)、盈峰环境(1069.60万元),而上述11只个股累计大单资金净流入达69671.54万元。   对此,分析人士指出,核电板块高度活跃与近期利好因素叠加紧密相关。   首先,中国海外核电项目迎重大转机。英国政府9月15日宣布批准欣克利角核电项目,并表示将采取一系列措施提升项目安全水平。   业内普遍认为,这是近20年来中国核电国际化取得重大突破的一个里程碑。中广核不仅将参与欣克利角C核电项目的建设,还将参与英国另外两个核电项目的建设,这给中国对外投资和核电技术输出到发达国家,敞开了一扇巨大的欢迎之门。英方的决定一方面明确了中资可以通过欣克利角项目进入英国核电领域,另一方面也意味着未来包括中资在内的外资进入英重要基础设施领域需遵从新的投资规定。   其次,酝酿8年《核电管理条例》出台已近。据国务院法制办公室网站消息,国家发展改革委、能源局起草的《核电管理条例(送审稿)》9月19日起公开征求意见。送审稿中规定,核电厂建设需组织社会稳定风险评估,核电厂的选址应当采取论证会、听证会、公示或者其他方式征求公众的意见。   《核电管理条例(送审稿)》对中国境内的核电规划、选址、投资、建造、运行、退役及相关活动进行规范。送审稿中明确,国家对核电项目控股股东或者实际控制人实行准入制度。   最后,核电机组批量开工预期强化,企业订单拐点初现。东方证券认为未来几年核电设备市场需求旺盛,空间大。预计到2020年,中国核电设备市场至少有2400亿元,若按80%的设备国产化率,国内核电设备市场大约为1920多亿元,平均每年大约为384亿元;其中核岛市场大约1094亿元,常规岛市场710亿元。平均每年大约为384亿元,其中核岛219亿元,常规岛165亿元。此外,2012年、2013年和2015年开工电站的交付周期临近,行业景气度回升,企业业绩拐点大概率在2017年体现。2012年和2013年开工的电站将从2016年开始显著增厚各主流核电制造商业绩,2015年我国共开工6台机组,预计2016年将开工8台机组,则在2018年上半年部分设备降进入交付期。随着相关企业确认收入上升,利润表现也将随之好转。相关企业的交付情况将持续上升到2019年。   值得一提的是,近一个月机构对核电概念股看涨预期强烈,超过20份研报热捧相关个股,其中,海默科技、高澜股份、湘电股份、福能股份、应流股份等5只个股成为关注焦点,上述个股最新收盘价距机构目标价上涨空间均超四成,分别达到62.87%、54.56%、46.49%、45.8%、40.76%。 新浪声明:此消息系转载自新浪合作媒体,新浪网登载此文出于传递更多信息之目的,并不意味着赞同其观点或证实其描述。文章内容仅供参考,不构成投资建议。投资者据此操作,风险自担。 进入【新浪财经股吧】讨论相关的主题文章: