《大行》汇丰研究:厄尔尼诺加剧亚洲夏季电力需求压力与供应端波动 美的(00300.HK)成热浪受惠股

阿斯达克财经
Jul 03

汇丰研究发表报告指,2026年厄尔尼诺已形成,将加剧亚洲夏季电力需求压力与供应端波动。看好中国水电与印度电池储能系统(BESS)表现,风电与太阳能面临挑战;对火电看法中性。获“买入”评级包括有中国水电方面的长江电力(600900.SH) 、印度独立发电商ReNew(RNW.US)   、具空调出口概念的美的(00300.HK) ;中国火电方面对华能国际(00902.HK) 评级“减持”。统计显示,...

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