多地代理购电价格上涨 行业有望迎来盈利修复

智通财经
2 hours ago
【多地代理购电价格上涨 行业有望迎来盈利修复】近日,全国各地2026年11月电网企业代理购电价格陆续公布,多地电价明显上调。与2026年10月相比,多地区电价均有不同程度上涨,其中涨幅最高的地区达79.86%。国金证券认为,在能源价格上涨背景下的电价上涨,市场化电价底部反转持续演绎,若2026年成为电价底部,展望2027年,电力收入端有望盈利增长,电力各类资产的利润也将抬升,行业有望迎来拐点向上。国盛证券认为,迎峰度夏后电价修复预期持续,9月代理购电大部分地区环比上涨趋势延续,后续关注电价修复以及2027年度长协电价谈判情况。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10