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銀河證券:發電量增速環比小幅回升 繼續關注火電配置價
格隆匯 09-17 11:31
銀河證券指出,2019年8月我國發電6682億千瓦時,同比增長1.7%,增速比上月加快1.1個百分點。電廠高庫存疊加供需邊際寬鬆會繼續壓制煤價,煤價下降對火電的盈利改善作用較大。在經濟增速承壓時,火電往往表現出更好的超額收益,相對配置價值提升。建議關注全國性火電龍頭華能國際、華電國際;區域性火電優質標的長源電力、皖能電力等。
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