受惠国策 阳光能源及卡姆丹克逆涨6%及17% 惟龙源电力续挫半成
国家主席习近平多次强调推动内地节能减排决心,坚决拿下高耗能及高排放项目,太阳能等相关板块今早普遍逆市上涨,卡姆丹克太阳能(00712.HK)三连吐守稳10天线後,今天股价反弹高见0.56元,半日收0.55元,回升17%,半日成交达2,342万股,已超过上周五全日成交量。卡姆丹克公布,经审核全年亏损上调仅收窄至6,570.4万元人民币,总收益确认降至5,501.5万元人民币。
阳光能源(00757.HK)扭三连吐,股价重越百天线及50天线(0.405元及0.42元),最高见0.435元,半日收0.425元,回升6.3%,半日成交已达1,552万股。水发兴业能源(00750.HK)反覆回升1.8%报1.16元。北控洁能(01250.HK)及顺风洁能(01165.HK)回升1.8%及3.2%,半日高收0.115元及0.193元。
不过,於内地从事风力和煤炭发电及销售、煤炭销售和其他相关业务的龙源电力(00916.HK)自从上周四公布首季多赚28%至25.52亿人民币後,股价连续第三天下跌,今天低见10.76元,半日收10.86元,续挫5.1%,成交877万股。
国家主席习近平上周五主持中共中央政治局加强生态文明建设集体学习时提出,要坚持不懈推动绿色低碳发展,建立健全绿色低碳循环发展经济体系,促进经济社会发展全面绿色转型。他重申,为实现2030年碳达峰与2060年碳中和目标,将坚决拿下内地不符合要求高耗能及高排放项目。同时强调,各地政府对此皆要拿出「抓铁有痕、踏石留印」的气势。
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