中資電力股成爲跌市避難所 華能(00902.HK)逆市續漲9%
雖然恆指、國指及科指今天分別急挫651點或2.5%、2.9%及3.1%。不過,中資電力股成爲跌市避難所,股價普遍逆升,尤其是華能(00902.HK)高見3.28元,創逾11個月高,現報3.24元,逆市續升9.1%,成交急增至7,915萬股,創近五個月高。華電(01071.HK)承昨天重越百天線勢,今天高見2.51元,現報2.49,續升4.6%,成交急增至3,441萬股。
中國電力(02380.HK)回升3.2%報2.25元。大唐發電(00991.HK)升0.8%高見1.34元。不過,近期跑贏同業潤電(00836.HK)由逾三年高位反覆續跌1.6%報14.72元。
《中國煤炭市場網》報道,國家有關部門積極推動煤炭產能釋放工作,相關手續的批覆工作已經完成,預計可新增產能1.5億噸以上,其中部份產能具備快速形成煤炭產量的條件。報道指出,於8月20日後高溫天氣將繼續減少,居民製冷用煤用電需求將繼續下降,意味着「迎峯度夏」任務基本完成,終端特別是電廠壓力將有所緩解。隨着增產措施進一步加深,煤炭供應增加預期有所加強。供增需減將引導供需缺口收窄,供需矛盾將有所改善。
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