[电力、热力、燃气及水生产和供应业] [2020-01-08]
[电力、热力、燃气及水生产和供应业] [2020-01-08]
[电力、热力、燃气及水生产和供应业] [2020-01-08]
我们认为，煤价下降对火电的盈利改善明显。“基准价+上下浮动”的市场化改革对火电企业的盈利能力影响总体可控，不宜过度悲观。行业有望逐渐回归公用事业属性，估值已经回落至历史低位，相对配置价值可观。建议关注全国性火电龙头华能国际（600011.SH）、华电国际（600027.SH）；区域性火电优质标的长源电力（000966.SZ）、皖能电力（000543.SZ）等。持续推荐长江电力（600900.SH）。
[电力、热力、燃气及水生产和供应业] [2020-01-07]
[电力、热力、燃气及水生产和供应业,化学原料和化学制品制造业] [2020-01-07]
In the recent years, the sales of internal combustion engines, which are the main source of environmental pollution, declined significantly, primarily due to the rising awareness regarding environmental pollution. The pollution caused by automotive had been increasing drastically, since the past few decades, and it is estimated that about 30% of air pollution is primarily due to automotive emission. Sudden increase in automotive pollution considerably impacted the environment, intensifying the threat of air pollution in most of the big cities around the world.
[电力、热力、燃气及水生产和供应业] [2020-01-05]
下半年以来新能源汽车销量回落，主要受新能源汽车补贴政策退坡影响，短期补贴金额的快速下滑导致短期内锂电汽车的成本尚无法通过有效的技术提升和规模化降本来实现消化，行业内出现多家公司经营困难。
[电力、热力、燃气及水生产和供应业] [2020-01-05]
复盘五年两轮的光伏行业技术迭代：第一轮金刚石线在国产化后由于价格相比依靠进口时期大幅下降，需求在2015-2017 年期间市场需求呈几何式增长，15-17年金刚线销量年化增长率为450.3%。
[电力、热力、燃气及水生产和供应业] [2020-01-02]
[电力、热力、燃气及水生产和供应业] [2020-01-02]
[电力、热力、燃气及水生产和供应业] [2020-01-02]
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