广发证券：煤价企稳开启新火电三部曲

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智通财经APP获悉，广发证券发布研报称，火电将围绕ROE模型，走向价值行情新三部曲：(1)4月底煤价企稳及容量电价执行情况，确认盈利中枢抬升且可持续、同时容量电价执行良好贡献稳定ROE来源；(2)5月起各省辅助服务将迎细则密集发布，确认辅助服务带来的ROE贡献；(3)8月起部分省份开始签订2025年电量电价，确认电量电价能否反映用煤成本，并且将迎来中报的业绩高增，煤电联动也或将加速。当前火电处于从...

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广发证券：煤价企稳 开启新火电三部曲

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广发证券：煤价企稳开启新火电三部曲