【国泰君安:改革驱动下的电源定位转变已然发生,把握细分子版块的结构性机会】国泰君安表示,维持公用事业行业“增持”评级。改革驱动下的电源定位转变已然发生,把握细分子版块的结构性机会。火电:精选区位优势占优、分红吸引力提升的品种。水电:逆向布局优质流域的大水电。核电:长期隐含回报率值得关注。风光:静待政策驱动下的行业要素改善,精选风电占比高的优质个股。

金融界
27 Feb
国泰君安表示,维持公用事业行业“增持”评级。改革驱动下的电源定位转变已然发生,把握细分子版块的结构性机会。火电:精选区位优势占优、分红吸引力提升的品种。水电:逆向布局优质流域的大水电。核电:长期隐含回报率值得关注。风光:静待政策驱动下的行业要素改善,精选风电占比高的优质个股。

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