電力股續漲 豫能控股(001896.SZ)漲停
格隆匯12月21日丨繼上週五後,A股電力板塊今日再度集體上漲。豫能控股漲停、華銀電力、贛能股份漲超8%,長源電力漲超5%。近期部分省份出現電力吃緊拉閘限電現象,面對嚴峻的電力供應形勢,國網湖南電力全面進入“戰時狀態”。中信證券研報指出,限電現象意味着煤電的重要性有望得到重估,預計中期內存量煤電的利用小時數提升、電價企穩向好、調峯電價機制加速優化。龍頭髮電企業逐步轉型加碼風光裝機,待儲能技術成熟後有望幫助根本性解決軟缺電問題,推薦華能國際(A&H)、華電國際(A&H)、皖能電力、福能股份、長江電力、川投能源、華能水電等。

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