中原證券:電力板塊整體估值仍處於合理區間
中原證券研報指出,電力板塊整體估值仍處於合理區間。我國正加快建設新型電力系統和推進電力市場化改革。省間電力現貨市場正式運行,使得我國電力市場化交易範圍進一步擴大。2024年前三季度,大型水電運營商整體來水偏豐,發電量實現正增長。基於行業估值水平、業績增長預期及發展前景,建議從中長期視角關注水電、核電板塊業績穩健、股息率高的頭部企業投資機會。
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