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The computer industry: the sale of electricity distribution network and information technology will usher in a large outbreak in October 14th released the Milky Way securities computer industry research report, the report is as follows: 1. events according to people.com.cn news, October 11th National Development and Reform Commission, the National Energy Bureau announced the sale of electricity companies "entry and exit management measures" and "orderly liberalization of business management approach for distribution network". 2. our analysis and judgment of (a) two files for a direct answer on the sale of electricity and power distribution business development of key problems, "is a sign of a new round of electricity reform began to push the sale of electricity company entry and exit management measures" and "orderly liberalization of distribution network business management approach" of each other, for sale Electrical Distribution and business development, many key problems are the direct answer, is a sign of a new round of electricity reform began to move forward. Two document clearly stipulates that the sale of electricity companies with total assets of not less than 20 million yuan; to encourage power companies and social capital through equity cooperation way to set up a diversified property rights company distribution network; distribution network operators have the right conditions of the sale of electricity companies, to the distribution business and competitive business of selling electricity to separate accounting etc.. (two) file set electricity sales 20 million yuan of business access threshold is not high, will help attract more capital into the sale of electricity industry "the sale of electricity company entry and exit management measures" to make the following provisions for the sale of electricity company asset requirements: (1). The total assets of not less than 20 million yuan. (2) the total amount of assets from 20 million yuan to 100 million yuan, can be engaged in annual sales of electricity from 6 to 3 billion kwh of electricity sales business. (3) the total amount of assets from 100 million yuan to 200 million yuan, can be engaged in annual sales of electricity from 30 to 6 billion kwh of electricity sales business. (4) the total amount of assets is more than RMB 200 million yuan, and the sale power is not limited. Since March, a new round of electricity reform was officially launched, all kinds of sales companies have sprung up all over the country, as of now, there are about 800 to 1000. We believe that the document set the sale power enterprises 20 million yuan access threshold is not high, will help attract more capital into the sale of electricity industry. (three) social capital investment in the distribution network, will effectively break the monopoly power "orderly liberalization of distribution network business management approach" detailed provisions on "how to let go of the distribution network investment, four such companies can apply for the distribution business, competitive business of selling electricity to gradually realize the provisions of the sale of electricity companies will assume independence break the monopoly power. "Measures" clearly stipulates that encourage social capital to actively participate in the incremental distribution network business, through the market competition to determine the main investors. To encourage power companies and social capital through equity cooperation way to set up a diversified property rights company distribution network; in addition to the stock assets of power companies, with distribution network assets holding absolute power companies, including high-tech industrial park, economic and Technological Development Zone, the local power grid, wholesale County, not business distribution business, may apply to the energy management department of the local government is allowed to carry out distribution network business; with the sale of electricity companies access conditions, the sale of electricity companies to perform access procedures, can carry out the business of selling electricity. "Measures" put forward, power grid enterprise holding.

计算机行业:售电和配网信息化将迎来大爆发 银河证券10月14日发布计算机行业研究报告,报告摘要如下:1.事件据人民网消息,10 月11 日国家发展改革委、国家能源局公布了《售电公司准入与退出管理办法》和《有序放开配电网业务管理办法》。2.我们的分析与判断(一)两大文件对售电和配电业务开发诸多关键问题进行了直接回答,是新一轮电改真正开始往前推进的标志《售电公司准入与退出管理办法》和《有序放开配电网业务管理办法》相互呼应,对售电和配电业务开发诸多关键性的问题进行了直接的回答,是新一轮电改真正开始往前推进的标志。两大文件明确规定,售电公司资产总额不得低于2000 万元;鼓励电网企业与社会资本通过股权合作等方式成立产权多元化公司经营配电网;拥有配电网运营权的售电公司,具备条件的要将配电业务和竞争性售电业务分开核算等。(二)文件设定售电企业2000 万元的准入门槛不高,将有利于吸引更多资本进入售电行业《售电公司准入与退出管理办法》对售电公司资产要求做出了如下明文规定:(1).资产总额不得低于2 千万元人民币。(2).资产总额在2 千万元至1 亿元人民币的,可以从事年售电量6 至30 亿千瓦时的售电业务。(3).资产总额在1 亿元至2 亿元人民币的,可以从事年售电量30 至60 亿千瓦时的售电业务。(4).资产总额在2 亿元人民币以上的,不限制其售电量。自去年3 月新一轮电改正式启动后,全国范围内各类售电公司如雨后春笋般涌现,截至目前约有800 至1000 家。我们分析认为,文件设定售电企业2000 万元的准入门槛不高,将有利于吸引更多资本进入售电行业。(三)社会资本可投资配电网,将有效打破电网垄断《有序放开配电网业务管理办法》对“如何放开配电网投资”进行了细化规定,四类公司可申请开展配网业务,竞争性售电业务逐步实现有独立的售电公司承担的规定将有效打破电网垄断。《办法》明确规定,鼓励社会资本积极参与增量配电网业务,通过市场竞争确定投资主体。鼓励电网企业与社会资本通过股权合作等方式成立产权多元化公司经营配电网;除电网企业存量资产外,拥有配电网存量资产绝对控股权的公司,包括高新产业园区、经济技术开发区、地方电网、趸售县等,未经营配电网业务的,可向地方政府能源管理部门申请并获准开展配电网业务;符合售电公司准入条件的,履行售电公司准入程序后,可开展售电业务。《办法》提出,电网企业控股增量配电网拥有其运营权,在配电区域内仅从事配电网业务。其竞争性售电业务,应逐步实现由独立的售电公司承担。鼓励电网企业与社会资本通过股权合作等方式成立产权多元化公司经营配电网。电网企业控股增量配电网拥有其运营权,在配电区域内仅从事配电网业务,其竞争性售电业务应逐步实现由独立的售电公司承担,我们认为这将有效打破电网公司垄断,两大电网公司将来地位可比电信行业的三大移动运营商。(四)为用户提供节能用电、合同能源管理等各类增值服务,将成为配网企业未来重要内容文件明确回答配网企业创新性业务范围,为用户提供节能用电、合同能源管理等各类增值服务,将成为配网企业未来重要内容。文明明确配电网运营者可有偿为各类用户提供增值服务,包括但不限于:(一)用户用电规划、合理用能、节约用能、安全用电、替代方式等服务。(二)用户智能用电、优化用电、需求响应等。(三)用户合同能源管理服务。(四)用户用电设备的运行维护。(五)随着售电、配网企业不断增多,售电和配网信息化业务将迎来大爆发我们认为,两大文件发布将推动电改真正往前推进,相关规定将加速推进售电、配网投资运营向社会开放,售电和配网经营主体增多,我们预计售电企业和配网企业将进一步加速增多并进入实质性的运营阶段,随着竞争越来越充分,作为新增量市场,售电、配网信息化业务将迎来大爆发,包括售电交易信息化、售电运营管理信息化;配网运营、检修、管理等信息化,以及创新性业务如节能用电、合同能源等,必将打开广阔的市场空间。3.投资建议首推恒华科技,看好国电南瑞、远光软件、新联电子、智光电气,关注建投能源、北京科锐、中恒电气等公司。4.风险提示政策推进不及预期;行业进展不及预期。相关的主题文章: