东吴证券：关注火电行业三条投资主线

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证券时报网讯，东吴证券研报指出，2024年火电行业更需关注区域电力供需和股息率。火电行业一直不是主流投资者认知的高股息板块，但是随着动力煤价格的平稳下行，预期2023年—2025年是火电行业业绩连续增长的年份，在此背景下，主流火电公司有望大幅提高其分红率水平，火电行业有望迎来高股息配置机会。建议关注火电行业三条投资主线。（1）投资主线一：用电供需紧平衡电价有支撑的区域火电公司。个股可关注浙能电力、...

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