午后兩市維(wei)持窄幅震蕩，滬指表現(xian)較強。行業(ye)(ye)板(ban)塊(kuai)方面(mian)，電(dian)(dian)(dian)(dian)(dian)(dian)力(li)行業(ye)(ye)板(ban)塊(kuai)強勢領漲(zhang)，截止發稿，該板(ban)塊(kuai)漲(zhang)幅2.14%，個(ge)股(gu)(gu)方面(mian)，漳澤電(dian)(dian)(dian)(dian)(dian)(dian)力(li)、東方熱電(dian)(dian)(dian)(dian)(dian)(dian)、穗恒運A三股(gu)(gu)漲(zhang)停，長源(yuan)電(dian)(dian)(dian)(dian)(dian)(dian)力(li)、吉電(dian)(dian)(dian)(dian)(dian)(dian)股(gu)(gu)份漲(zhang)逾7%，建(jian)投能(neng)源(yuan)、華(hua)(hua)電(dian)(dian)(dian)(dian)(dian)(dian)國(guo)際、華(hua)(hua)電(dian)(dian)(dian)(dian)(dian)(dian)能(neng)源(yuan)等(deng)亦漲(zhang)幅居前。

消息面：

牽動各方(fang)神經的電改(gai)正在提速(su)，力度可(ke)能大超(chao)預期。一份題為《深化(hua)電力體制改(gai)革(ge)若(ruo)干意(yi)見》的新(xin)電改(gai)方(fang)案(an)第一稿(gao)已起草完成。近日，國家發改(gai)委體改(gai)司再度召集相關單位開會討(tao)論該稿(gao)。

據上(shang)證(zheng)報(bao)報(bao)道(dao)，此番(fan)電(dian)(dian)(dian)(dian)改涉(she)及(ji)的(de)(de)核(he)心內容包括兩項：一是(shi)按(an)(an)市場屬(shu)性(xing)定(ding)位電(dian)(dian)(dian)(dian)網(wang)企(qi)業(ye)功能，鼓勵社會(hui)資本(ben)投資配(pei)(pei)電(dian)(dian)(dian)(dian)業(ye)務，意(yi)味(wei)著(zhu)輸配(pei)(pei)電(dian)(dian)(dian)(dian)分(fen)開(kai)正式被列入(ru)改革盤子；二是(shi)確(que)立電(dian)(dian)(dian)(dian)網(wang)企(qi)業(ye)新的(de)(de)盈利模式，電(dian)(dian)(dian)(dian)網(wang)企(qi)業(ye)不再以上(shang)網(wang)和銷售電(dian)(dian)(dian)(dian)價(jia)差價(jia)作為收入(ru)來源，而是(shi)按(an)(an)照政府(fu)核(he)定(ding)的(de)(de)輸配(pei)(pei)電(dian)(dian)(dian)(dian)價(jia)收取(qu)電(dian)(dian)(dian)(dian)網(wang)費。

“上述內容也(ye)(ye)只是(shi)(shi)整個電(dian)改(gai)(gai)大(da)(da)盤中的一部分(fen)。”知情(qing)人士稱，目前關于調度機構是(shi)(shi)否要(yao)調整仍在討論，電(dian)網是(shi)(shi)否要(yao)拆分(fen)也(ye)(ye)在爭議(yi)中。未(wei)來電(dian)改(gai)(gai)方案最終(zhong)會以(yi)怎樣(yang)面目出現尚難定論，但可以(yi)肯定的是(shi)(shi)，本輪電(dian)改(gai)(gai)較之(zhi)12年前由“5號文”引領的那次電(dian)改(gai)(gai)力(li)度大(da)(da)得多，改(gai)(gai)革的阻(zu)力(li)則已(yi)然大(da)(da)減。因此，改(gai)(gai)革后出現各種結果皆有(you)可能。

業(ye)(ye)內(nei)人士認為，真正要推動電(dian)(dian)力(li)市場化(hua)改(gai)革(ge)，必須打破電(dian)(dian)網企業(ye)(ye)目(mu)前的壟斷(duan)格(ge)局，如打破電(dian)(dian)網投(tou)資建設過程(cheng)中關聯企業(ye)(ye)間的利益(yi)輸送、促使電(dian)(dian)網企業(ye)(ye)公開其財(cai)務(wu)成本等。