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電力板塊繼續走弱 銀星能源、吉電股份雙雙跌停
格隆匯10月12日丨電力板塊繼續走弱,銀星能源、吉電股份雙雙跌停,皖能電力跌超9%,金開新能跌超7%,樂山電力、中國廣核、粵電力A、國電電力等跟跌。10月8號的國常會將市場交易電價上下浮動範圍由分別不超過10%、15%,調整為原則上均不超過20%,並做好分類調節,對高耗能行業可由市場交易形成價格,不受上浮20%的限制。但資本市場更多的把這個消息解讀為了利好落地。交易電價上下浮範圍擴大至20%,這個比例卻遠遠不及煤炭上漲的幅度,煤炭價格快速上漲擠壓電廠的利潤空間。
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