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近期電(dian)(dian)(dian)(dian)機(ji)(ji)(ji)板(ban)塊反(fan)復活躍(yue)，這主要受益(yi)于財政(zheng)部、國(guo)家發展(zhan)改革委聯(lian)合出臺《關于印發節(jie)能(neng)產品(pin)惠民工程高(gao)(gao)效(xiao)(xiao)電(dian)(dian)(dian)(dian)機(ji)(ji)(ji)推廣實施細則的通知》，決定將(jiang)(jiang)高(gao)(gao)效(xiao)(xiao)電(dian)(dian)(dian)(dian)機(ji)(ji)(ji)納(na)入節(jie)能(neng)產品(pin)惠民工程實施范圍(wei)，采取財政(zheng)補貼方式(shi)進行推廣。這一政(zheng)策(ce)將(jiang)(jiang)打開高(gao)(gao)效(xiao)(xiao)節(jie)能(neng)電(dian)(dian)(dian)(dian)機(ji)(ji)(ji)的市(shi)(shi)場容(rong)量(liang)。目前(qian)中小型電(dian)(dian)(dian)(dian)機(ji)(ji)(ji)市(shi)(shi)場規(gui)模(mo)持(chi)續增長，預計(ji)到2012年(nian)達到600億(yi)元(yuan)以(yi)上(shang)，但目前(qian)高(gao)(gao)效(xiao)(xiao)節(jie)能(neng)電(dian)(dian)(dian)(dian)機(ji)(ji)(ji)應用比例(li)低(di)，2008年(nian)達到2級以(yi)上(shang)的高(gao)(gao)效(xiao)(xiao)節(jie)能(neng)中小型電(dian)(dian)(dian)(dian)機(ji)(ji)(ji)比例(li)只有(you)8%。隨著財政(zheng)補貼政(zheng)策(ce)的落實以(yi)及由于此(ci)前(qian)基數較(jiao)低(di)，預計(ji)高(gao)(gao)效(xiao)(xiao)節(jie)能(neng)電(dian)(dian)(dian)(dian)機(ji)(ji)(ji)將(jiang)(jiang)呈(cheng)現爆(bao)發式(shi)增長，市(shi)(shi)場將(jiang)(jiang)向率先(xian)布局的領先(xian)企業(ye)(ye)集(ji)中，領先(xian)企業(ye)(ye)將(jiang)(jiang)受益(yi)行業(ye)(ye)增長，如(ru)此(ci)就意味著電(dian)(dian)(dian)(dian)機(ji)(ji)(ji)行業(ye)(ye)將(jiang)(jiang)面(mian)臨著極佳的漲升契機(ji)(ji)(ji)。而且不少(shao)電(dian)(dian)(dian)(dian)機(ji)(ji)(ji)股還拓展(zhan)新(xin)能(neng)源(yuan)業(ye)(ye)務(wu)，從而賦予更高(gao)(gao)的估值溢價(jia)空間，故在操作中建議跟(gen)蹤大洋電(dian)(dian)(dian)(dian)機(ji)(ji)(ji)(50.75,1.40,2.84%)等品(pin)種(zhong)。//rerum-novarum.com