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內地多拉閘限電 中資電力相關股普遍倒跌3%-11%
煤價高位運行、電煤緊缺,東北地區出現用電供需緊張局面。9月23日以來,東北多地發佈限電通知,通知稱,若電力緊張情況沒有緩解,限電工作可能會持續。 中資電力股今早高位遇阻幾乎倒跌,大唐發電(00991.HK)繼上週五高見1.59元創近兩年高遇阻倒跌後,今早高開升至1.56元無以爲繼,掉頭失守10天及20天線(1.41元及1.43元),報1.4元,倒跌7.2%;大唐A股由高位3.75元人民幣,掉頭倒跌5.9%報3.37元人民幣。 華電(01071.HK)繼上週五升至3.63元逾兩年半高遇阻收窄升幅後,今早高開回升至3.5元乏力,現報3.12元,倒跌8.2%;華電A股倒跌逾8.4%報4.79元人民幣。 華能(00902.HK)繼上週五高見4.9元(受制本月初所創逾兩年高位4.91元)後,今早高開升至4.72元無以爲繼,掉頭倒跌8.5%報4.2元;華能A股倒跌逾4%報7.98元人民幣。 上週五獲匯豐重申「買入」評級的潤電(00836.HK)及中國電力(02380.HK)今早分別高見24.65元(上週尾所創上市高位24.8元)及4.4元(近六年高)遇阻,掉頭倒跌3.5%及2.9%分別報22.05元及3.98元。 中廣核新能源(01811.HK)承上週屢破頂強勢,今早進一步升至7.07元紀錄高終遇阻,掉頭倒跌2.7%報6.56元。新天綠色能源(00956.HK)承上週尾連日破頂強勢,今早股價高見8.23元紀錄高終遇阻,掉頭倒跌11%報7.02元。大唐新能源(01798.HK)繼上週五挑戰紀錄高位3.35元未能成功突破後,今早高見3.31元乏力,掉頭倒跌4.1%報3.02元。 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)也倒跌逾3%-6%,分別報2.32元、3.64元及12.28元。此外,中國高速傳動(00658.HK)倒跌6.5%報6.64元。 然而,上週四高見20.25元紀錄高的龍源電力(00916.HK)高見19.4元遇阻,曾倒跌低見17.94元,現報18.16元,僅升0.9%。 協合新能源(00182.HK)四連升兼屢探頂,今早股價高見0.93元,創逾十年半高遇阻,現報0.88元,續漲7.3%,成交續增至1.33億股。該公司上週尾公佈,旗下2間全資附屬訂立協議將向融資人出售2個發電站共4項設施,然後再向融資人支付租金租回該等設施,預計將於融資租賃協議下產生約3.2億元人民幣總出售所得款項淨額,將用作爲現有融資租賃安排的再融資,以及一般營運資金,包括購置風力及光伏發電設備。
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