行业近况上周（2025.10.10-2025.10.17）资金阶段性止盈，稳健风格好于成长。上证/沪深300/创业板/恒生指数环比-1.5%/-2.2%/-5.7%/-4.0%，A/H申万电力环比-0.1%/+0.9%，表现好于大盘。评论风核增值税返还政策调整，对项目IRR负面影响排序为陆风>海风>核电。我们认为，1）风电：陆风从2025 年11 月起取消返还，我们测算主要绿电企业2024 年...
Source Link行业近况上周（2025.10.10-2025.10.17）资金阶段性止盈，稳健风格好于成长。上证/沪深300/创业板/恒生指数环比-1.5%/-2.2%/-5.7%/-4.0%，A/H申万电力环比-0.1%/+0.9%，表现好于大盘。评论风核增值税返还政策调整，对项目IRR负面影响排序为陆风>海风>核电。我们认为，1）风电：陆风从2025 年11 月起取消返还，我们测算主要绿电企业2024 年...
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