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中資電力股全面急漲8%-18% 華能、中國電力及中廣核新能源跑贏
恆指及國指扭兩連挫,今早隨上周五美股及今天亞太區股市曾分別急彈608點或2.4%及急彈2.9%,分別報25,458及8,994,現報25,413及8,964,急彈563點或2.3%及急彈2.5%,成交額688億元。滬指及深成回升1.2%及1.6%,分別報3,466及14,475。 中資電力股全面受捧急漲,尤其是華能(00902.HK)承上周逆漲勢,今早股價突破去年8月所創52周高位3.72元,最高見3.99元,現報3.87元,飆18%,成交急增至1.22億股;華電(01071.HK)及大唐發電(00991.HK)同創52周新高,分別高見2.67元及1.42元,現報2.62元及1.38元,回升8.3%及8.7%。 半年多賺17%獲匯豐升價至2.7元的中國電力(02380.HK)承上周尾逆漲勢,最高見2.7元,創逾四年高,現報2.66元,急漲近15%,成交增至1.72億股。華潤電力(00836.HK)高見19.4元創近六年高,現報17.56元,續漲8.1%。龍源電力(00916.HK)升破10天、50天及20天線,最高見14.28元,現報14.24,升8.2% 中廣核新能源(01811.HK)升破8月12日所創上市高位見4.18元,現報4.16元,急漲16%。從事風力及其他新能源發電和售電業務的大唐新能源(01798.HK)重越10天、50天及20天線,最高見2.2元,現報2.19元,回升8.4%。 《中國煤炭市場網》上周報道,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,意味著「迎峰度夏」任務基本完成,終端特別是電廠壓力將有所緩解。隨著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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