【11 月 21 日,大和发表报告称】大和将中国电力行业评级由正面下调至中性。水电估值偏高,需好的入市时机,可再生能源利用率及电价下调仍是问题。 电力板块首三季表现领先市场,因股票在“去风险”情绪下具防御性,但 10 月以来,中国刺激方案推动投资者转向偏好风险,资金从电力股流出至其他行业,此情况或持续至 2025 年。 展望明年,该行排序依次是核电/煤电/水电,最后为可再生能源。该行将中广核电力 ...
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