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傳中國考慮上調工業用電價 惟華能/潤電/中國電力反覆吐5%-8%
隨著內地電力供需缺口加大,市傳中國考慮上調工業用電價格。然而,中資電力股高位遇壓,今天普遍反覆回吐,中國電力(02380.HK)今早反覆高見4.45元(受制昨天所創近六年高位4.47元)後,輾轉回落,午後低見4.04元,現報4.07元,回吐7.7%,結束七連升。中國電力擬夥拍陽光新能源和居然之家拓展屋頂光伏發電項目。 潤電(00836.HK)向上始終受制上周尾所創紀錄高位24.8元,股價由今早24.45元,掉頭回落,午後低見22.1元,現報22.25元,回吐6.9%。 花旗日前料華能(00902.HK)第三季業績受累於煤價上漲或「見紅」,該股今天高見4.49元無以為繼,掉頭失守20天線(4.13元),最低見4.08元,現報4.1元,倒跌5.1%;華能A股也反覆跌3.9%收7.9元人民幣。 中廣核新能源(01811.HK)今早高見7.73元屢創紀錄高終遇阻,掉頭低見6.93元,現報7.15元,倒跌2.3%,結束七連升。此外,新天綠色能源(00956.HK)由高位7.53元掉頭向下,最低見6.89元,現報6.96元,倒跌5.7%。龍源電力(00916.HK)由高位19.64元,反覆低見18.54元,現報18.64元,回吐3.3%,結束五連升。不過,近期跑輸的大唐發電(00991.HK)及華電(01071.HK)反覆續升1.4%及1.6%,報1.45元及3.08元。 外電引述消息報道,中國考慮上調工業用電價格,以應對多地出現電力短缺及發電用煤價格居高不下問題,調整將以電價統一上調或在煤電聯動的框架下分檔調整的方式進行,若工業用電價格上調尚不足以扭轉電力短缺情況,上調居民用電價格也在考慮之列。不過,有關計劃仍待高層批准及存變數。 針對近期電力供應緊張,國家電網召開緊急會議,要求全力守住民生用電底線,嚴控高耗能高污染行業用電。此外,深圳、福建啟動階段性有序用電,民生用電不受影響。
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