2024年复盘：水火核表现亮眼，绿电相对承压。年初至11月30日，SW 公用事业累计上涨7.81%，同期沪深300上涨14.15%，公用事业指数跑输沪深300指数6.33pct，主要系“924”一揽子政策出台后市场风险偏好有所抬升。分子行业来看，年初至今水电/火电/核电/光伏发电/风电涨跌幅分别为 15.21%/7.90%/25.73%/-10.43%/-0.44%。其中，水电、核电涨幅明显主要系...
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