內地動力煤期貨屢創紀錄高 中資電力股全面受壓 潤電回吐7%
內地動力煤期貨屢創紀錄高,內地煤炭期貨持續走高,其中動力煤主力合約觸及漲停,漲幅11%,每噸報1,829元人民幣,屢創紀錄高。焦炭主力合約漲停,漲幅9%,每噸報4,343.5元人民幣。
中資電力股全面捱沽跑輸大市,尤其是中國電力(02380.HK)及潤電(00836.HK)扭兩連升,最低見3.26元及18.12元,現報3.31元及18.32元,回吐6.5%及7%。
華能(00902.HK)跌破10天線,曾挫8.4%低見3.59元,現報3.74元,跌4.6%;但華能A股反覆升近2%報6.78元人民幣。
華電(01071.HK)連跌第二天,最低見2.82元(守穩50天線2.81元),現報2.89元,續跌3%;華電A股反覆升1.2%報4.06元人民幣。
盈警料首三季純利按年大跌逾98%的大唐發電(00991.HK)承上周五挫近半成失守20天及50天線弱勢,今天進一步考驗百天線(1.31元),最低見1.29元獲承接,現報1.31元,續跌3.7%;但大唐A股反覆微升0.3%報2.89元人民幣。
中廣核新能源(01811.HK)反覆失守20天線(6.81元),報6.77元,回落4.4%;龍源電力(00916.HK)考驗50天線(15.86元),最低見15.84元,現報15.96元,回吐2.6%。協合新能源(00182.HK)失守50天線(0.8元),低見0.77元,現報0.79元,回落2.5%。大唐新能源(01798.HK)及新天綠色能源(00956.HK)扭兩連升,股價分別由高位3.9元及6.94元,掉頭倒跌逾1%,報3.65元及6.71元。
內地煤炭期貨持續走高,其中動力煤主力合約觸及漲停,漲幅11%,每噸報1,829元人民幣,屢創紀錄高。焦炭主力合約漲停,漲幅9%,每噸報4,343.5元人民幣。
國務院本月8日公布容許在居民、農業、公益性事業用電價格穩定前提下,將市場交易電價上下浮動範圍由分別不超過10%及15%,上調至均不超過20%,而高耗能行業可由市場交易形成價格,不受上浮20%限制。
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