每经AI快讯,中金公司(601995)指出,2025年电力板块面临弱Beta行情,电力供需趋松的基本面瑕疵和市场风险偏好趋势提升下或难复刻2024年表现。建议投资者谨慎预期板块投资回报水平,加大对于抗风险能力更强、具备资本运作机会的个股挖掘。关注三条主线:一是新能源政策支持力度不减,行业进入磨底迎改善阶段。二是阶段性震荡行情中稳健派息标的仍具备配置价值。三是政策层面自上而下确立市值管理的战略重要性...
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