长江电力- 研究策略观点

China Yangtze Power Co. | Asia Pacific Research Tactical Idea April 7, 2025 05:34 AM GMT We believe the share price will rise relative to the country index over the next 30 days. The company offers defensive earnings and cash flow backed by the underlying six gigantic hydropower stations with total installed capacity of 72GW, as well as power generation synergies from coordinated water dispatch among six hydro stations. The company's earnings growth in the medium term will be driven by 1) tariff upside sour ...