港A兩市電力股繼續走強 電價上浮限制陸續放開 電力或迎全面紅利
格隆匯9月3日丨港A兩市電力股繼續走強,港股中,華能國際電力(0902.HK)漲超6%,華潤電力漲超5%;A股中,晶科科技漲停,吉電股份漲超9%,芯能科技、華電國際漲超5%,太陽能、國投電力等紛紛上漲。8月30日,寧夏自治區發展改革委發佈《關於開展寧夏老舊風電場“以大代小”更新試點的通知》,將風電技改中“以大代小”規劃落實政策層面,為運行年限、效益指標、設備容量、項目核准等一系列細則提供了政策標準和依據。此外,超六成火電企業上半年淨利下滑,部分電企資金鍊斷裂,近日聯名寫信表示希望能上調電價。中信證券研究指出,近期內蒙、寧夏等多省陸續放開火電電價機制中的上浮交易限制,政策信號開始向漲電價傾斜;如各省市火電上網電價均按照基準+上浮10%執行,預計煤電企業電價可提升約0.05~0.06元/千瓦時,該漲幅能有效緩解近期煤價上漲壓力,加速火電走出週期底部並重新恢復高彈性。預計電價上漲預期強化將催化火電板塊估值修復並提升水風光等優質清潔能源性價比。


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