水电:秋汛偏丰利好今冬明春水电蓄能,看好折旧到期和财务费用改善提升利润空间? 2025年9月秋汛来水同比大幅增长,上游蓄水量显著提高,保障今冬明春发电量无虞。水电进入资本开支下降阶段,降息周期中可通过债务结构优化等方式降低利息支出。2026年是三峡水电站机组折旧到期的小高峰,打开盈利空间。推荐长江电力、国投电力、川投能源和华能水电等大水电公司。火电:容量电价改善盈利稳定性,火电分红能力有望提升? ...
Source Link水电:秋汛偏丰利好今冬明春水电蓄能,看好折旧到期和财务费用改善提升利润空间? 2025年9月秋汛来水同比大幅增长,上游蓄水量显著提高,保障今冬明春发电量无虞。水电进入资本开支下降阶段,降息周期中可通过债务结构优化等方式降低利息支出。2026年是三峡水电站机组折旧到期的小高峰,打开盈利空间。推荐长江电力、国投电力、川投能源和华能水电等大水电公司。火电:容量电价改善盈利稳定性,火电分红能力有望提升? ...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.