汇丰环球研究发表中国公用事业报告，看好多只公用及电力相关股份。光伏股方面，该行指近期中国推出的宏观措施或提振光伏安装，多晶硅和太阳能玻璃材料上游领域在未来数季有较佳机会，基于目前去库存意味短期定价有支撑，相关股亦偏向表现敏感。该行偏好福莱特玻璃(06865.HK) 及协鑫(03800.HK) 。燃气股方面，假设工业对天然气需求助力及家庭公用事业的必须开支，新奥能源(02688.HK) 为相关选择，...
Source Link汇丰环球研究发表中国公用事业报告，看好多只公用及电力相关股份。光伏股方面，该行指近期中国推出的宏观措施或提振光伏安装，多晶硅和太阳能玻璃材料上游领域在未来数季有较佳机会，基于目前去库存意味短期定价有支撑，相关股亦偏向表现敏感。该行偏好福莱特玻璃(06865.HK) 及协鑫(03800.HK) 。燃气股方面，假设工业对天然气需求助力及家庭公用事业的必须开支，新奥能源(02688.HK) 为相关选择，...
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