You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
電力板塊走高 用電需求高增延續 11月用電量增速有望維持高位
格隆匯 11-26 10:18
格隆匯11月26日丨電力板塊持續走高,華銀電力、長源電力漲停,甘肅電投大漲超8%,閩東電力漲超7%,華電能源、大唐發電、漳澤電力等紛紛拉昇。中信證券表示,10月用電量同比增長6.6%,近5個月內除了7月需求受汛情影響,其餘增速全部在6%以上。10月水電利用小時數同比大增26%,導致火電/核電出力同比下滑3%/2%。預計11月用電增速有望維持中高單位數增長。火電前三季度業績基礎堅實,電價風險基本出清,低估值高股息率吸引力突出;水電夏汛秋汛雙高有望支撐全年業績與派息;全球低利率環境下,類債核心資產的估值有望提升。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account