受惠國策 陽光能源及卡姆丹克逆漲6%及17% 惟龍源電力續挫半成
國家主席習近平多次強調推動內地節能減排決心,堅決拿下高耗能及高排放項目,太陽能等相關板塊今早普遍逆市上漲,卡姆丹克太陽能(00712.HK)三連吐守穩10天線後,今天股價反彈高見0.56元,半日收0.55元,回升17%,半日成交達2,342萬股,已超過上周五全日成交量。卡姆丹克公布,經審核全年虧損上調僅收窄至6,570.4萬元人民幣,總收益確認降至5,501.5萬元人民幣。
陽光能源(00757.HK)扭三連吐,股價重越百天線及50天線(0.405元及0.42元),最高見0.435元,半日收0.425元,回升6.3%,半日成交已達1,552萬股。水發興業能源(00750.HK)反覆回升1.8%報1.16元。北控潔能(01250.HK)及順風潔能(01165.HK)回升1.8%及3.2%,半日高收0.115元及0.193元。
不過,於內地從事風力和煤炭發電及銷售、煤炭銷售和其他相關業務的龍源電力(00916.HK)自從上周四公布首季多賺28%至25.52億人民幣後,股價連續第三天下跌,今天低見10.76元,半日收10.86元,續挫5.1%,成交877萬股。
國家主席習近平上周五主持中共中央政治局加強生態文明建設集體學習時提出,要堅持不懈推動綠色低碳發展,建立健全綠色低碳循環發展經濟體系,促進經濟社會發展全面綠色轉型。他重申,為實現2030年碳達峰與2060年碳中和目標,將堅決拿下內地不符合要求高耗能及高排放項目。同時強調,各地政府對此皆要拿出「抓鐵有痕、踏石留印」的氣勢。
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