行业近况近期，多家公司公告8 月可再生能源补贴回收加快，我们期待补贴回收改善电企现金流，帮助降低杠杆压力、减值风险，有助于分红能力提升、重估优质资产价值。我们建议关注现金流改善弹性大、资产优质的港股绿电和垃圾发电龙头。评论8 月，可再生能源补贴回收加快，助力企业现金流改善。根据公司公告，太阳能、金开新能、晶科科技8 月收到可再生能源补贴资金16.92、9.39、6.46 亿元，其中国家可再生能源...
Source Link行业近况近期，多家公司公告8 月可再生能源补贴回收加快，我们期待补贴回收改善电企现金流，帮助降低杠杆压力、减值风险，有助于分红能力提升、重估优质资产价值。我们建议关注现金流改善弹性大、资产优质的港股绿电和垃圾发电龙头。评论8 月，可再生能源补贴回收加快，助力企业现金流改善。根据公司公告，太阳能、金开新能、晶科科技8 月收到可再生能源补贴资金16.92、9.39、6.46 亿元，其中国家可再生能源...
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