本报告导读：我们预计1 月的最后一周或将是行业估值的分水岭。投资要点：电力年度预增开始出炉，预计近几周或进入高峰，但由于煤价和前三季度的高基数，四季度火电盈利普遍不佳，我们预计1 月的最后一周或将是行业估值的分水岭。地产拖累用电量增速。地产12 月/11 月yoy：新开工-19.4%/-27.6%，销售-15.6%/-17.3%；25 年/24 年：新开工-20.4%/-23%，销售-8.7%/-...
Source Link本报告导读：我们预计1 月的最后一周或将是行业估值的分水岭。投资要点：电力年度预增开始出炉，预计近几周或进入高峰，但由于煤价和前三季度的高基数，四季度火电盈利普遍不佳，我们预计1 月的最后一周或将是行业估值的分水岭。地产拖累用电量增速。地产12 月/11 月yoy：新开工-19.4%/-27.6%，销售-15.6%/-17.3%；25 年/24 年：新开工-20.4%/-23%，销售-8.7%/-...
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