November 30th, the national development and Reform Commission, the National Energy Bureau officially announced the six major power system reform documents, including the implementation of the reform of the power transmission and distribution reform, the implementation of the opinions on promoting the construction of electricity market, the implementation of the electricity trading agency to establish and regulate the implementation of the views on the implementation of the electricity plan, the implementation of the reform of the electricity side of the implementation of the views on strengthening and regulating the power plant supervision and management of coal. Among them, the implementation of the reform on the sale of electric side views, put forward to the social capital of the sale of electricity business, multi way to cultivate the market competition power side, is conducive to more users have the option to improve the quality of the sale of electricity and users can level. In the current round of electricity reform involves many things, the sale of electricity side let go of the most attention, but also by the market as the largest round of electricity reform.

According to the supporting documents, after the reform of the electricity market, participating in the competition of electric power can be divided into three categories: first, the power of the power grid enterprises; two is the social capital investment incremental distribution network, with the power of distribution network operators; three is an independent power company, does not have the power distribution network, do not guarantee low power supply service.

In this regard, Founder Securities that, sells the electricity side reform is in the current round of electricity system reform in the most anticipated content, according to the current round of electricity "restrain intermediate, release both ends" of the spirit, sells the electricity side belongs to the liberalization of the market competition, market-oriented reform of the bonus on the release zone, enter sells the electricity side company can earn profits by buying and selling price difference and by providing value-added services to earn excess returns, it is expected that the sale of electricity will be generated trillion yuan market space.

Affected by this, yesterday performance of the power sector is active, sector as a whole rose 1.73%, Shennan a new energy Taishan, Xichang electric power to achieve the limit, Gansu Power Investment, new energy, Fuchun environmental protection, Kyrgyzstan shares, the development of Guangzhou, the Three Gorges Water Conservancy stocks rose were above 6%, respectively, reached 9.77%, 8.68%, 7.97, 7.57%, 6.43%, 6.4%.

Capital flows, according to the "Securities Daily" Market Research Center statistics show, in yesterday traded 62 power shares, 14 stocks to achieve large net inflow of funds, the cumulative ceiling gold 3.81 billion yuan. Respectively to Taishan (13049.31 million yuan), Yangtze Power (11197.55 million yuan), Guangzhou Development (6637.65 million yuan), Gansu Power Investment (1732.98 million yuan), Kyrgyzstan shares (1147.89 million yuan), Shaoneng shares (919.05 million yuan), and Changyuan electric power (751.70 million yuan), Huaneng Power International (570.23 million yuan), Sinoma energy-saving (559.44 million yuan), and Tianfu energy (535.09 million yuan), and electric Shennan a (334.81 million yuan), and China Tianying (306.12 million yuan), the energy of wind power (263.54 million yuan) and red Yang energy (55.59 million yuan).

It is understood that, at present, Shenzhen, Inner Mongolia, Anhui, Hubei, Ningxia, Yunnan, Guizhou province (District) has been included in the initial transmission and distribution reform pilot area. Supporting documents proposed, will gradually expand the scope of the transmission and distribution price reform.

Investment opportunities, analysts pointed out that the power to change the matching rules (6 documents) recently released. Licensing issues will also be clear. As of the end of last month, the country has been incorporated to set up an independent sales company, more than 100, at present the country set up the sale of electricity companies as a result of the sale of electricity, did not carry out the actual sale of electricity related business. Current power to change the basic pattern has been set, namely grid enterprises will continue to participate in the incremental distribution and marketing business of selling electricity, electricity trading agencies or subsidiaries, and holding subsidiaries, member of three models, and the sale of the telex release open to take the principle of wide access, strict supervision. Under the new power to accelerate the promotion, cut into the field of electricity generation companies, with many years of experience in the placement of local Power Grid Corp, with a cost advantage of water, thermal power companies will take the lead in the first. Recommended attention "the power to change the country + change brought about investment opportunities and related stocks: guidongdianli, Kwong love all, Chendian international, Chuantou energy, Guizhou source of electric power.