广发证券：发用电结构清洁化转型重视板块红利价值

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智通财经APP获悉，广发证券发布研报称，2025年全社会用电量同比+5.0%，规上发电量同比+2.2%，从增量贡献来看，1-12月风光增量贡献全部增量的90.1%，发电结构逐渐转向以风光为主导的清洁低碳阶段。电价的悲观预期或持续改善，关注电力供需及格局较好区域如华北、西北等。公用事业化加速推进，关注板块红利价值。广发证券主要观点如下：2025年全社会用电量同比+5.0%，规上发电量同比+2.2%(...

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广发证券：发用电结构清洁化转型 重视板块红利价值

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广发证券：发用电结构清洁化转型重视板块红利价值