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電力板塊走強 兆新股份等多股漲停
格隆匯10月18日丨電力板塊走強,銀星能源、兆新股份、文山電力、恆盛能源等多股漲停,江蘇新能漲超8%,金開新能、杭州熱電、吉電股份其餘個股紛紛跟漲。據國家統計局數據顯示,9月份,發電6751億千瓦時,同比增長4.9%,增速比上月加快4.7個百分點,比2019年同期增長10.5%,兩年平均增長5.1%。10月12日,國家發改委印發了《國家發展改革委關於進一步深化燃煤發電上網電價市場化改革的通知》,提出調整燃煤發電交易價格上下浮動範圍均不超過基準電價的20%等內容,並明確該文件於10月15日起實施。電價改革啟動3天以來,山東、江蘇等地都已各自組織開展了深化煤電上網電價市場化改革後的首次交易,成交均價較基準電價“頂格上浮”(不超過上浮20%的價格最大值)。

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