只知呢個星期一眾火電股,例如華能國際電力 (902.hk),中國電力 (02380.HK) ... 股價逆市造好
https://twitter.com/HAOHONG_CFA/status/ ... 4322010112四川限电事件专家会议
Expert Notes on Electricity Rationing in Sichuan:
- abnormal heat once in decades, demand gap >1/4 ann. usage;
- rationing will be the “new normal”;
- industrial prod halted in all cities but 2;
- coal power won’t do or change 14th 5-Yr-Plan on energy.