电力环保周报:火电三季度业绩亮眼;9月用电同比+4.5% 二产增速达到年内高点

中金公司
Oct 28

行业近况上周(2025.10.17-2025.10.24)火电涨幅居前,三季度业绩亮眼,增值税新政下风核面临股价回调。上证/沪深300/创业板/恒生指数环比+2.9%/+3.2%/+8%/+3.6%,A/H申万电力环比+0.9%/-1.0%,A/H申万环保环比+1.5%/+0.2%,均弱于大盘。评论火电三季度业绩亮眼,已披露业绩的区域火电企业单三季度盈利同比增长44~142%。我们认为主要受益于...

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