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国家促进经济发展的政策措施有滞后期,未来煤炭走势有诸多不确定因素。同时,由于宏观经济下行,上调电价将增加社会企业成本。如煤价下跌,不进行第三次煤电联动的可能性较大,因此建议卖出电力股。
There are lags in the country’s policy measures for economic development. There are many uncertainties in the future coal trend. At the same time, raising the price of electricity will increase the cost of social enterprises due to the macroeconomic downturn. If the price of coal plunges, it is more unlikely that the third coal-to-electricity linkage will be conducted. Therefore, it is proposed to sell the power stocks.