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港A電力股全線大跌 內蒙煤礦產能核增屬實
格隆匯10月8日丨電力股今日集體大幅回調。其中,A股華能國際、上海電力、芯能科技、福能股份、華能水電跌停,華電國際、太陽能、節能風電逼近跌停,桂冠電力、甘肅電投、三峽水利國投電力和大唐發電等均大跌;港股華潤電力跌近12%,中國電力跌近10%,華能國際電力跌超8%,大唐發電、中廣核電力跌超7%,華電國際電力跌超6%。據最新消息,內蒙古自治區能源局已向煤炭銷售企業發佈《關於加快釋放部分煤礦產能的緊急通知》,要求相關部門通知列入國傢俱備核增潛力名單的72處煤礦,可臨時按照擬核增後的產能組織生產,共計核增產能9835萬噸。這意味着煤炭的緊張供應形勢有望得到一定程度的緩解,從而電力的供應形勢將有望好轉。


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