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港股綠電概念股走強 中廣核新能源(1811.HK)漲超14%創歷史新高
格隆匯 09-30 15:47
格隆匯9月30日丨A股市場電力股集體上漲且現漲停潮,帶動港股電力股(綠電概念股)走強。其中,中廣核新能源拉昇漲15%,創歷史新高,年內累漲超600%;大唐新能源漲超7%,中廣核電力漲超4%,華電國際電力、華能國際電力、新奧能源和龍源電力等跟漲。中金稱,近期限電限產的現象引發市場關注。相關政策的影響當前已涉及大宗商品價格與產品生產等領域,亦波及到股票市場。長期來看,隨着能耗指標的收緊,社會各方會加大對綠電需求,加速高耗能企業進入綠色電力市場。對綠電交易規模提升持樂觀看法,電價將不僅在用電側作為要素引導用户理性用電,同時在發電側凸顯不同電源的環境價值。溢價售電幫助提升新能源項目回報。

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