【华创交运|公用深度】电力行业2026年度投资策略:看好海风成长潜力,火水核价值回归可期

华创交运
Nov 27, 2025

根据《证券期货投资者适当性管理办法》及配套指引,本资料仅面向华创证券客户中的金融机构专业投资者,请勿对本资料进行任何形式的转发。若您不是华创证券客户中的金融机构专业投资者,请勿订阅、接收或使用本资料中的信息。本资料难以设置访问权限,若给您造成不便,敬请谅解。感谢您的理解与配合。摘要:2025年电力板块整体未明显跑赢上证指数。2025年火电由于今年煤价系统性下行业绩有所释放,板块收益基本与指数持平;...

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