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最近有些省份电力价格
Posted Time: 2025 January 4 10:05
178
AQGut3x4
最近有些省份电力价格往下调了一些,有朋友问到电力板块(特别是新能源运营商)能不能投的问题。这次电价调整有市场因素(煤炭价格下跌),那前些年煤炭价格涨,电价为啥没大涨?这就是国有企业的社会责任。如果没有这些责任,按照国内电力运营商这些年高速增长的态势,他们应该享受欧美国家电力运营商的估值(甚至更高的估值)。对比欧美市场化电力企业20倍pe估值,个人觉得目前电力板块股价已经包含了社会责任等各种不利因素。便宜是硬道理,估值优势加上管理优秀,某些电力运营商依然是当下比较好的资产。
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