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中泰證券:政策催化不斷 煤企迎來機遇
格隆匯 08-12 09:10
中泰證券研報指出,政策催化不斷,煤企迎來機遇。新能源裝機規模的擴大,“調峯”需求不增增加、壓力不斷加大,煤電“壓艙石”作用或將進一步強化,燃煤發電有望迎來新一輪裝機浪潮。當前,政策催化“煤電聯營”發展,“煤電聯營”盈利模式確定性大幅增強。因此,煤炭企業尤其是動力煤企業,憑藉自身資源優勢,積極發展火電業務,實現長期盈利的穩定和增長。
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