行情回顾。基本面：成本仍处于低位，基金持仓回落。1-9 月全社会用电量累计77675 亿千瓦时，同比增长4.6%；规上工业发电量72557 亿千瓦时，同比增长1.6%。细分电源来看，1-9 月规模以上电厂火电、水电、核电、光、风发电量同比分别-1.2%、-1.1%、+9.2%、+24.2%和+10.1%。据中电联预计，电力消费端：全年全社会用电量同比增长5%左右，四季度用电量增速高于三季度。电力...
Source Link行情回顾。基本面：成本仍处于低位，基金持仓回落。1-9 月全社会用电量累计77675 亿千瓦时，同比增长4.6%；规上工业发电量72557 亿千瓦时，同比增长1.6%。细分电源来看，1-9 月规模以上电厂火电、水电、核电、光、风发电量同比分别-1.2%、-1.1%、+9.2%、+24.2%和+10.1%。据中电联预计，电力消费端：全年全社会用电量同比增长5%左右，四季度用电量增速高于三季度。电力...
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