摩罗星 发表于 2009-8-27 16:11

<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">百利电气（</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">600468</FONT></SPAN></B><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">）：连续小阳攀升</SPAN><FONT face="Times New Roman"> </FONT></B><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">有望重拾升势</SPAN><SPAN lang=EN-US><?xml:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" /><o:p></o:p></SPAN></B></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">随着中国企业用电量的迅猛回升，电力行业有望出现经营形势的好转。从目前围绕电力行业国家投资建设的重点来看，研究发现，智能电网建设投资已经明确，从目前</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">A</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">股所形成的智能电网板块来看，由于行业前景及机构资金的关注，该板块的波动性机会将不断显现，如周四士兰微（</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">600460</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">）、内蒙华电（</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">600863</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">）、祥龙电业（</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">600769</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">）逆市大涨</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">8%</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">以上，后市建议重点关注</SPAN><SPAN style="COLOR: #333333; FONT-FAMILY: 宋体; mso-ascii-font-family: ??; mso-hansi-font-family: ??; mso-bidi-font-size: 10.5pt">具备多重题材的</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">智能电网</SPAN><SPAN style="COLOR: #333333; FONT-FAMILY: 宋体; mso-ascii-font-family: ??; mso-hansi-font-family: ??; mso-bidi-font-size: 10.5pt">品种如</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">百利电气（</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">600468</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">）等。</SPAN></P>
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<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">成功转型电力设备</SPAN><SPAN lang=EN-US><o:p></o:p></SPAN></B></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">公司通过合资方式将液压业务由直接生产经营转为股权投资经营，之后经过一系列的调整和资本运作，逐渐将经营战略重点转向输配电设备制造和稀有金属加工业务。公司产品曾用于神舟飞船发射基地自动化控制设备、北京奥运会各比赛场馆供电设备，得到了用户的认可，低压元件产品被中国电器工业协会认定为质量可信产品。公司拥有专利</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">143</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">项，其中发明专利</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">8</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">项，拥有</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">3</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">项发明专利的</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">TQ30V</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">自动转换开关系列，最大额定电流达到</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">6300</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">安培，功能强大，为国内最大系列自动转换开关系列，获得国家级新产品称号；自主研发的</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">TR40</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">过栽保护继电器，额定电流达到</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">1000A</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">，具有智能化、保护精度高、保护值现场可调等特点，可与接触器模块化组合，形成综合马达保护器，达到国际先进水平。</SPAN></P>
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<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">涉足稀有金属题材</SPAN><SPAN lang=EN-US><o:p></o:p></SPAN></B></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">公司控股</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">51.67%</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">的赣州特精钨钼业有限公司位于有“世界钨都”之称的江西省，赣州钨矿保有储量约占全国的</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">39%</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">、世界的</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">26%</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">，钨矿产量约占全国的</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">45%</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">。公司</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">80%</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">的钨钼产品用于出口。</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">08</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">年该公司实现净利润</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">59.21</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">万元。</SPAN></P>
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<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">受益建国</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">60</FONT></SPAN></B><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">周年大庆</SPAN><SPAN lang=EN-US><o:p></o:p></SPAN></B></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">从“神一”到“神六”，酒泉卫星发射中心主发射场所用的配供电发射设备，均由公司控股</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">61.69%</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">的天津市百利天开电器有限公司提供。随着建国</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">60</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">周年大庆的临近，国庆阅兵所带来的巨大需求将给公司等航天军工企业带来预算外的巨额收益。</SPAN></P>
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<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">二级市场上，该股经过较长时间的箱体蓄势后，今年八月初开始尝试向上突破，但由于受大盘拖累，该股也顺势洗盘至半年线区域，已将前期的上涨成果完全吞噬掉，洗盘较为充分。短线随着大盘回稳，该股近</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">5</FONT></SPAN><SPAN style="FONT-FA
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