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民生证券:关注电力行业四个方向的投资机会

Minsheng Securities: Focus on investment opportunities in the electrical utilities industry.

Breakings ·  Sep 9 14:17

Minsheng Securities research report pointed out that it is recommended to pay attention to investment opportunities in four directions in the electrical utilities industry. 1) Hydropower: benefiting from improved water supply, significant increase in power generation; in August, major river basins are in the flood season, and the short-term growth center will move up. Stocks to watch: China Yangtze Power, Guizhou Qianyuan Power, etc. 2) Thermal power: accelerating the low-carbon transformation of coal-fired power plants. Stocks to watch: Fujian Funeng, Shenergy, etc. 3) Nuclear power: entering the stage of regular approval, with long-term growth and profitability. Stocks to watch: China National Nuclear Power, etc. 4) Green power: the main power source under the "dual carbon" target, with huge production and development space. Stocks to watch: China Three Gorges Corporation, etc.

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