电力板块有望迎来盈利改善和价值重估。2月11日,国务院办公厅正式印发《关于完善全国统一电力市场体系的实施意见》,首次以国办名义、从国家统一大市场高度、对电力市场体系进行顶层设计。其中提到,到2030年,基本建成全国统一电力市场体系,市场化交易电量占全社会用电量的70%左右(截至2025年底为64%);到2035年,全面建成全国统一电力市场体系,电力资源在全国范围内实现优化配置和高效利用。国盛证券...
Source Link电力板块有望迎来盈利改善和价值重估。2月11日,国务院办公厅正式印发《关于完善全国统一电力市场体系的实施意见》,首次以国办名义、从国家统一大市场高度、对电力市场体系进行顶层设计。其中提到,到2030年,基本建成全国统一电力市场体系,市场化交易电量占全社会用电量的70%左右(截至2025年底为64%);到2035年,全面建成全国统一电力市场体系,电力资源在全国范围内实现优化配置和高效利用。国盛证券...
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