浙能从二级市场以偏高的价格购入来投资核电,公司有否认为这个决策存在失误?是否有更妥当的方式进行投资?
核(he)(he)电(dian)(dian)(dian)(dian)项(xiang)目资(zi)(zi)源稀(xi)缺,前(qian)期(qi)(qi)及建设周期(qi)(qi)漫长(zhang),目前(qian)国内只(zhi)有三张牌照(zhao),其他企业(ye)要参与(yu)核(he)(he)电(dian)(dian)(dian)(dian)的(de)投(tou)资(zi)(zi),除了(le)以(yi)市(shi)场换资(zi)(zi)源没有其他有效的(de)途径。从核(he)(he)电(dian)(dian)(dian)(dian)安全性(xing)方面的(de)考(kao)虑,核(he)(he)电(dian)(dian)(dian)(dian)的(de)发电(dian)(dian)(dian)(dian)利用(yong)小时高且排(pai)序靠(kao)前(qian),盈利比(bi)较(jiao)有保障。所以(yi)浙能要走出浙江参与(yu)核(he)(he)电(dian)(dian)(dian)(dian)投(tou)资(zi)(zi),我们认为通过二级市(shi)场投(tou)资(zi)(zi)是(shi)比(bi)较(jiao)好的(de)途径,虽然(ran)短(duan)期(qi)(qi)看没有操到最底部,但(dan)我们认为长(zhang)期(qi)(qi)看是(shi)值得长(zhang)期(qi)(qi)持有的(de)优质资(zi)(zi)产(chan)。