国投电力：水电利润持续增长，火电板块略承压

市场资讯11-07

▍水电：Q3雅砻江电价好于市场预期①电量：由于来水较同期偏丰，Q3雅砻江水电发电量337.1亿千瓦时，同比+24.6%；上网电量335.4亿千瓦时，同比+24.6%。②电价：Q2由于电量的结构性压力，雅砻江水电平均上网电价同比下滑9.65%。市场由此担心Q3电价压力，实际结果雅砻江水电的Q3电价在电量同比较大幅度增长的情况下仅同比下滑1.4%，好于市场预期。雅砻江水电单Q3实现营业收入86.13...

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