【华源公用】龙源电力深度:何以龙源 先发优势与级差地租

华源大能源研究
05 Feb

核心观点我们在2024年10月18日发布的报告《绿电行业暨新型电力系统系列深度报告一:利多因素量变引发质变,看多绿电板块》中,对我国绿电板块的股价历史、当前困境以及边际变化进行了阐述。行业投资回归理性,补贴拖欠缓解、政策性电价保护、碳市场和绿电绿证进展等都有望成为行业性利好,任一利好的出现都将惠及绿电板块的每一个公司,而本文则试图在行业beta之外,寻找个股层面的alpha。龙源电力为我国风电运营...

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