广发证券：电量高增蓄能高位关注水电投产与证券化

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智通财经APP获悉，广发证券发布研报称，整体来看，四季度及全年长江和珠江流域来水较好，电量如期高增，但雅砻江、大渡河等流域来水一般。雅砻江由于汛期来水偏枯蓄水不足，11月继续蓄水至去年同期水平，测算雅砻江水电三大电站蓄能共计251.80亿度，同比基本持平，枯水影响基本消除。近两年水电进入新一轮投产高峰，伴随低利率环境的拉长，长端利率回落将摊薄资金成本，估值抬升可期。建议关注短期电量高增蓄能高位的...

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广发证券：电量高增蓄能高位 关注水电投产与证券化

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广发证券：电量高增蓄能高位关注水电投产与证券化