电力环保周报:10月规上工业发电量同比+7.9%;四省发布售电风险提示函

中金公司
Nov 18, 2025

行业动态行业近况上周(2025.11.07-11.14)电力板块承压,环保、香港公用事业表现较好。上证/沪深300/创业板/恒生指数环比-0.2%/-1.1%/-3.0%/+1.3%,A/H申万电力环比-1.5%/-1.9%,弱于大盘;A/H申万环保环比+1.9%/+0.3%,好于大盘。评论10 月规上发电量同比+7.9%,同比增速环比明显加快。火/核同比+7.3%/+4.2%,增速较9 月提升...

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