受惠國策中資電力股逆漲探頂 龍源及華能曾漲10%-11%
恆指扭四連漲,今早在受困於北京擬設證券交易所的港交所(00388.HK)、新經濟股騰訊(00700.HK)、美團(03690.HK)及阿裏巴巴(09988.HK)顯着回吐拖累,曾考驗20天線(25,864),最多回吐278點,低見25,811獲承接,現報25,961,回吐128點或0.5%;國指曾低見9,223,現回吐0.5%。
不過,受惠國策的中資電力股延續昨天強勢,華能(00902.HK)曾續漲11%高見4.59元創逾兩年高,現報4.45元,續升8%;其A股曾連續第二天漲停高見7.06元人民幣,現報6.79元人民幣,續升5.8%。
華電(01071.HK)曾續漲9.6%高見3.32元,創逾兩年高,現報3.17元,續升4.6%;其A股曾連續兩天漲停高見4.81元人民幣,現報4.7元人民幣,續升7.5%。
大唐發電(00991.HK)曾漲6.8%至1.56元,創逾21個月高,現報1.5元,續升2.7%。華潤電力(00836.HK)曾急漲9.6%高見21.75元創逾六年高,現報20.35元,續升2.2%。中國電(02380.HK)曾漲7.5%高見3.46元,創近五年半高,現報3.3元,續升2.5%。龍源電力(00916.HK)曾急漲9.8%高見17.4元創上市新高,現報16.32元,續升3%。
國家電網公司一級顧問、中國能源研究會副理事長、祕書長孫正運日前於2021世界5G大會分論壇「5G與碳達峯、碳中和」上強調,電是這個社會多種能源形態裏面最主要的能源,構建新型電力系統是保障國家能源安全的重要舉措,而5G可助力新型電力系統升級促進「雙碳」目標實現。
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