(来源:金融小博士)2025年冬季,受双重拉尼娜现象持续影响,我国中东部地区遭遇“跨年寒潮”,北方多地提前15天启动供暖,南方气温创历史同期新低。极端天气下,能源保供、防寒保暖、健康防护等需求集中爆发,从燃气、煤炭到医药、供热设备,再到保暖消费终端,五大核心板块迎来强催化。本文将从产业逻辑出发,梳理最具确定性的受益方向及核心标的,为投资者提供参考。一、燃气板块:供需缺口下的保供核心,业绩弹性凸显...
Source Link(来源:金融小博士)2025年冬季,受双重拉尼娜现象持续影响,我国中东部地区遭遇“跨年寒潮”,北方多地提前15天启动供暖,南方气温创历史同期新低。极端天气下,能源保供、防寒保暖、健康防护等需求集中爆发,从燃气、煤炭到医药、供热设备,再到保暖消费终端,五大核心板块迎来强催化。本文将从产业逻辑出发,梳理最具确定性的受益方向及核心标的,为投资者提供参考。一、燃气板块:供需缺口下的保供核心,业绩弹性凸显...
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