電力股全線爆發 長江電力(600900.SH)一度漲近9%創歷史新高
格隆匯3月12日丨A股市場資金主要聚焦在碳中和方向上,其中,電力股迎來全面上漲行情,文山電力、國投電力、華銀電力、甘肅電投、梅雁吉祥等多股漲停,長江電力一度大漲近9%報21.97元,創歷史新高,市值逼近5000億元。光大證券指出,在碳達峯、碳中和的大背景下,可再生能源的大力發展離不開大量的儲能對於電力系統穩定性的保障。隨着海外户用市場需求崛起、碳中和背景下碳成本的內部化,儲能的商業模式、經濟性已打通,今年儲能有望高速發展,長期維度來看電力產業又一萬億市場冉冉升起。


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