中金：长线资金仍有高息配置需求公用事业板块建议关注三条主线

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智通财经APP获悉，中金发布研报称，进入2026年，市场聚焦成长风格，主题性投资机会涌现，公用事业板块在风格切换和基本面弱势下市场关注度走弱，延续2H25趋势。但中金认为长线资金仍有高息配置需求，同时区域个股存在交易性机会。中金主要观点如下：主线1：赛道盈利、现金流逐步释放，格局稳中向好。1）垃圾发电行业运营转型卓有成效，企业聚焦存量资产提质增效，通过向优对标核心运营数据，推动基本面和行业格局稳中...

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中金：长线资金仍有高息配置需求 公用事业板块建议关注三条主线

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中金：长线资金仍有高息配置需求公用事业板块建议关注三条主线