銀河證券:火電發電降幅收窄 電力市場化交易活躍
銀河證券指出,煤炭安全檢查對煤價略有支撐,但電廠庫存較去年同期仍有優勢,短期煤價有望繼續平穩。中長期的鐵路發運量增長與煤炭產能釋放,有望帶動煤炭供需向寬鬆格局轉變。看好受燃料成本影響明顯、彈性空間大的二線火電龍頭,推薦浩吉鐵路開通後第一受益標的長源電力,建議關注區域性龍頭皖能電力、華能國際、華電國際。
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