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目前,随着短期内煤价上涨、机组利用率下降,使得整个电力行业利润增长面临着较大压力。但巨大的行业需求增长和资产注入,让电力行业主要上市公司全年业绩仍能保持较大增幅。从中长期来看,在政策和重组的预期下,机组利用率会逐步回升,其“政策优势、区域优势、重组优势”将得到进一步发挥。
At present, as the price of coal rises in the short term, unit utilization rate is declining, making the entire power industry profit growth facing greater pressure. However, the huge industry demand growth and asset injection, the major listed companies in the power industry annual performance can still maintain a larger increase. In the medium to long term, utilization of units will gradually rise under the expectation of policies and restructuring, and its “policy advantages, regional advantages and restructuring advantages” will be further expanded.