(以下内容从东吴证券《公用事业行业跟踪周报:政策驱动燃气工业需求回升,顺价持续推进价差修复,国电投核电资产拟借壳上市》研报附件原文摘录)本周核心观点:1)燃气:政策驱动经济复苏,工业需求回升,接驳底部可期。重点推荐【昆仑能源】【新奥股份】【九丰能源】【蓝天燃气】;建议关注:【新奥能源】【华润燃气】【中国燃气】【港华智慧能源】【深圳燃气】。2)国电投核电资产拟借壳上市。9月30日,电投产融(...
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