富瑞：电力股最新评级及目标价(表) 仍持正面看法

智通财经09-09

智通财经APP获悉，富瑞发布研究报告称，对电力股继续持正面看法，尤其在投资者于中美进入减息周期下，继续在A/H股市场寻求具稳定基本因素的防守性股份。该行下半年依次偏好水力、煤电、风电及光伏股份，基于水流维持强劲及第三季电力需求于夏季下维持强劲，水电受上网电价风险最低，尤其在上网电价趋跌的情况下。此外，可再生能源下行风险仍难以量化，基于市场基础电力交易规则仍在不同省份演变。该行表示，重申对中国电力(...

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