金吾财讯 | 国证国际认为，即使10月单月社会用电量增速4.3%，环比回落，但1-10月累计社会用电量增速7.6%，保持高速增长。同时，分产业看，城乡居民生活用电量增速放缓，是10月单月社会用电量增速放缓的主要原因之一，更多是炎热天气结束的季节性影响，且10月有国庆长假期，通常是下半年的社会用电量低点。该行认为今年全社会用电量预期保持较高速增长。同时，风电下半年随着风资源状况边际好转，发电量有边际改善趋势。
该行指，目前港股电力运营商板块整体估值仍属较低，多个股票的股息率超过6%，该行建议投资者关注低估值高股息的优质电力运营商如华润电力(00836)，中国电力(02380)及受益风资源边际改善的龙源电力(00916)。
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