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受惠國策多隻電力相關股再探頂 中國電力及北控潔能續漲10%-20%
受惠國策的電力相關股今天普遍造好,尤其是中國電力(02380.HK)績後突破匯豐研究給予上調後目標價2.7元後屢探頂,今天曾急漲13%高見3.19元,創逾五年高,現報3.1元,續漲9.9%,成交增至1.94億股。 華電(01071.HK)、華能(00902.HK)、及大唐發電(00991.HK)繼昨天稍作整固後,今天股價再探頂,最高見2.78元、4.2元及1.5元,分別再創一年、逾一年半及逾一年半高,現報2.7元、4.07元及1.48元,升3%-5%。潤電(00836.HK)高見18.72元,暫受制日前所創近六年高位19.4元,現報18.1元,回升0.9%。 日前以2.51億元人民幣向中國電力出悉售山西風電廠項目股權料獲利1.88億人民幣的協合新能源(00182.HK)繼昨天稍作整固後,今天股價升破2014年初所創高位0.84元,最高見0.85元,現報0.82元,回升5.1%,成交增至4,903萬股。 上半年完成發電量按年增27.4%至約245.86萬兆瓦時的北控清潔能源(01250.HK)將於後天(27日)放榜,該股今天一舉升破5條移動平均線(0.088-0.102元),午後曾急升24%至0.104元,現報0.101元,續漲20%,成交急增至2.26億股。 國家電網近日召開座談會,董事長辛保安表示必須圍繞碳達峰、碳中和目標,推動能源清潔低碳轉型,加快轉變發展方式,奮力推進質量變革、效率變革、動力變革,實現公司高質量發展。此外,要持續夯基固本,進一步做好電力先行官,積極服務國家重大戰略實施,加快各級電網協調發展,全力保障電力安全可靠供應。落實公司碳達峰、碳中和行動方案,持續加強技術攻關,加快構建以新能源為主體的新型電力系統。著力推動服務提質升級,認真落實提升「獲得電力」服務水平等舉措,持續拓展服務領域,更好滿足客戶多元化及個性化需要。 中紀委近日亦公布,駐國家電網公司紀檢監察組強化政治監督,將督促國家電網公司服務「碳達峰、碳中和」目標落實作為增強「四個意識」、堅定「四個自信」、踐行「兩個維護」的具體實踐,督促公司黨組在中央企業中率先發布「碳達峰、碳中和」行動方案,明確了能源電力落實「碳達峰、碳中和」的目標任務和六個方面18項重要舉措。
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