人民财讯7月8日电,中信证券研报称,推荐配置水电核电等长久期资产,经营具备稳定性且估值仍具备扩张潜力;兼具业绩弹性及低估值的H股龙头火电;估值已计入消纳压力的深度破净绿电;受益数字化和新型电力系统日益融合的新场景及新模式,如虚拟电厂、微电网、功率预测等。
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