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港股异动|电力板块持续拉升华电国际电力涨3.7%
格隆汇 08-07 14:00
格隆汇8月7日丨电力板块持续拉升,华电国际电力(1071.HK)涨3.7%,中广核电力(1816.HK)、中电控股(0002.HK)、京能清洁能源(0579.HK)涨逾2%。消息面上,发改委印发《关于深化电力现货市场建设试点工作的意见》中提到,配合电力现货试点,积极推进电力辅助服务市场建设,实现调频、备用等辅助服务补偿机制市场化。有序引导用电侧参与现货市场报价。国金证券研报指,下半年用电增速形势好转,所有部门与多个区域增速好于上半年。通过分行业和分区域用半年度比例系数法进行预测,得出2019年全年用电量增速5.1-5.3%,预计今年下半年用电量同比增速预计为5.2-5.6%,下半年用电量占全年用电量的比重预计为52.9%。分区域看,东北、华东、南方、西北电网增速上升。四大重点省份中,山东、广东下半年将发力引领全国用电量,预计二者增速分别将达 6.0%、5.5%,合计拉动下半年全社会用电量1.0ppt。
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