中資電力等設備股受捧急漲 中廣核新能源/華能/龍源/中國電力/潤電急漲12%-21%
中國將大力支持發展中國家的能源綠色低碳發展,不再興建新的境外煤電項目。內地電力股昨天假後復市急漲,今早升幅持續。本港中資電力股今早全面受捧飆升,尤其是龍源電力(00916.HK)、潤電(00836.HK)及中國電力(02380.HK)分別高見20.25元(紀錄高)、24.8元(接近2014年9月高位24.9元)及4.1元(接近2016年1月高位4.185元)、20.25元(紀錄高),現報19.7元、24.15元及3.96元,急漲17%-21%。
華能(00902.HK)高見4.9元(暫受制本月初所創逾兩年高位4.91元),現報4.45元,急漲13%;華能A股曾連續第二天漲停高見8.05元人民幣,現報7.68元人民幣,續升5%。
華電(01071.HK)高見3.31元(暫受制本月初所創逾兩年高位3.42元),現報3.1元,急漲11.5%;華電A股曾連續第二天漲停高見5.53元人民幣,現報5.32元人民幣,續升5.8%。
大唐發電(00991.HK)高見1.54元(暫受制本月初所創近兩年高位1.58元),現報1.47元,漲9.7%;大唐A股承昨天急漲近9.9%勢,今早曾漲停高見3.55元人民幣,現報3.44元人民幣,續升6.8%。
中廣核新能源(01811.HK)升破本月10日所創紀錄高位6.04元,最高見6.79元,現報6.45元,急漲12%。大唐新能源(01798.HK)高見3.35元創紀錄高,現報3.17元,漲9.7%;協合新能源(00182.HK)高見0.84元,現報0.82元,升6.5%。
電力設備股上海電氣(02727.HK)、哈爾濱電氣(01133.HK)及東方電氣(01072.HK)也依次升逾6%-8%,分別高見2.37元3.91元、14.28元。此外,中國高速傳動(00658.HK)急漲17%曾高見7.79元。
國家發改委新聞發言人孟瑋上周於新聞發布會上表示,正在加快研究健全綠色電價體系、完善核電價格形成機制、深化目錄銷售電價改革等措施,將抓緊完善政策並推動落實,進一步發揮電價信號和槓桿作用,優化電力資源配置,服務綠色低碳轉型發展。她又透露,新的跨省跨區專項工程輸電價格定價辦法已完成公開徵求意見程序即將出台。
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