中金公司：2025年电力板块面临弱Beta行情，关注三条主线_老虎社区_美港股上老虎

中金公司：2025年电力板块面临弱Beta行情，关注三条主线

每日经济新闻02-20

每经AI快讯，中金公司（601995）指出，2025年电力板块面临弱Beta行情，电力供需趋松的基本面瑕疵和市场风险偏好趋势提升下或难复刻2024年表现。建议投资者谨慎预期板块投资回报水平，加大对于抗风险能力更强、具备资本运作机会的个股挖掘。关注三条主线：一是新能源政策支持力度不减，行业进入磨底迎改善阶段。二是阶段性震荡行情中稳健派息标的仍具备配置价值。三是政策层面自上而下确立市值管理的战略重要性...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

暂无评论

热议股票

7x24

全部

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohunote.com/m/news/2512515454?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-02-20 08:19","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2512515454","market":"sh","top_or_hot":-1,"title":"中金公司：2025年电力板块面临弱Beta行情，关注三条主线","media":"每日经济新闻","content":"<div>\n<p>每经AI快讯，中金公司（601995）指出，2025年电力板块面临弱Beta行情，电力供需趋松的基本面瑕疵和市场风险偏好趋势提升下或难复刻2024年表现。建议投资者谨慎预期板块投资回报水平，加大对于抗风险能力更强、具备资本运作机会的个股挖掘。关注三条主线：一是新能源政策支持力度不减，行业进入磨底迎改善阶段。二是阶段性震荡行情中稳健派息标的仍具备配置价值。三是政策层面自上而下确立市值管理的战略重要性...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250220082206988b97e2&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中金公司：2025年电力板块面临弱Beta行情，关注三条主线</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中金公司：2025年电力板块面临弱Beta行情，关注三条主线\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-20 08:19 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250220082206988b97e2&s=b><strong>每日经济新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>每经AI快讯，中金公司（601995）指出，2025年电力板块面临弱Beta行情，电力供需趋松的基本面瑕疵和市场风险偏好趋势提升下或难复刻2024年表现。建议投资者谨慎预期板块投资回报水平，加大对于抗风险能力更强、具备资本运作机会的个股挖掘。关注三条主线：一是新能源政策支持力度不减，行业进入磨底迎改善阶段。二是阶段性震荡行情中稳健派息标的仍具备配置价值。三是政策层面自上而下确立市值管理的战略重要性...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250220082206988b97e2&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"600310","symbol_name":"广西能源","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250220082206988b97e2&s=b","article_id":"2512515454","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250220082206988b97e2&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2512515454","pubTimestamp":1740010758,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"每经AI快讯，中金公司（601995）指出，2025年电力板块面临弱Beta行情，电力供需趋松的基本面瑕疵和市场风险偏好趋势提升下或难复刻2024年表现。建议投资者谨慎预期板块投资回报水平，加大对于抗风险能力更强、具备资本运作机会的个股挖掘。关注三条主线：一是新能源政策支持力度不减，行业进入磨底迎改善阶段。二是阶段性震荡行情中稳健派息标的仍具备配置价值。三是政策层面自上而下确立市值管理的战略重要性，我们看好电力企业通过分红、并购重组、增持回购等方式提升投资吸引力。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"600011":"华能国际","600021":"上海电力","600023":"浙能电力","600025":"华能水电","600027":"华电国际","600032":"浙江新能","600052":"东望时代","600098":"广州发展","600101":"明星电力","600116":"三峡水利","600149":"廊坊发展","600157":"永泰能源","600163":"中闽能源","600167":"联美控股","600226":"亨通股份","600236":"桂冠电力","600310":"广西能源","600396":"华电辽能","600452":"涪陵电力","600475":"华光环能","600483":"福能股份","600505":"西昌电力","600509":"天富能源","600578":"京能电力","600642":"申能股份","600644":"乐山电力","600674":"川投能源","600719":"大连热电","600726":"华电能源","600744":"华银电力","600780":"通宝能源","600795":"国电电力","600821":"金开新能","600863":"内蒙华电","600868":"梅雁吉祥","600886":"国投电力","600900":"长江电力","600905":"三峡能源","600956":"新天绿能","600969":"郴电国际","600979":"广安爱众","600982":"宁波能源","600995":"南网储能","601016":"节能风电","601222":"林洋能源","601619":"嘉泽新能","601778":"晶科科技","601908":"京运通","601985":"中国核电","601991":"大唐发电","601995":"中金公司","603105":"芯能科技","603693":"江苏新能","605011":"杭州热电","605028":"世茂能源","605162":"新中港","605580":"恒盛能源","BK0276":"资本市场","01071":"华电国际电力股份","01816":"中广核电力","00002":"中电控股","02380":"中国电力","00836":"华润电力","00991":"大唐发电","00902":"华能国际电力股份"},"translate_title":"CICC: The power sector will face a weak Beta market in 2025, focus on three main lines","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600011":0.9,"600021":0.9,"600023":0.9,"600025":0.9,"600027":0.9,"600032":0.9,"600052":0.9,"600098":0.9,"600101":0.9,"600116":0.9,"600149":0.9,"600157":0.9,"600163":0.9,"600167":0.9,"600226":0.9,"600236":0.9,"600310":0.9,"600396":0.9,"600452":0.9,"600475":0.9,"600483":0.9,"600505":0.9,"600509":0.9,"600578":0.9,"600642":0.9,"600644":0.9,"600674":0.9,"600719":0.9,"600726":0.9,"600744":0.9,"600780":0.9,"600795":0.9,"600821":0.9,"600863":0.9,"600868":0.9,"600886":0.9,"600900":0.9,"600905":0.9,"600956":0.9,"600969":0.9,"600979":0.9,"600982":0.9,"600995":0.9,"601016":0.9,"601222":0.9,"601619":0.9,"601778":0.9,"601908":0.9,"601985":0.9,"601991":0.9,"601995":1,"603105":0.9,"603693":0.9,"605011":0.9,"605028":0.9,"605162":0.9,"605580":0.9,"00836":0.9,"00002":0.9,"00902":0.9,"00991":0.9,"01071":0.9,"01816":0.9,"02380":0.9},"content_text":"每经AI快讯，中金公司（601995）指出，2025年电力板块面临弱Beta行情，电力供需趋松的基本面瑕疵和市场风险偏好趋势提升下或难复刻2024年表现。建议投资者谨慎预期板块投资回报水平，加大对于抗风险能力更强、具备资本运作机会的个股挖掘。关注三条主线：一是新能源政策支持力度不减，行业进入磨底迎改善阶段。二是阶段性震荡行情中稳健派息标的仍具备配置价值。三是政策层面自上而下确立市值管理的战略重要性，我们看好电力企业通过分红、并购重组、增持回购等方式提升投资吸引力。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}