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煤價下跌+電價市場化 港A電力股集體走強
格隆匯10月28日丨在煤炭價格持續下跌及電價市場化改革進入具體操作實施階段的雙重利好刺激下,港A電力股繼續上漲。A股文山電力連續9個交易日一字漲停,皖能電力、長源電力、上海電力、華電能源、華能國際、吉電股份等跟漲;港股華能國際電力漲超10%,華潤電力漲近9%,中國電力漲超7%,華電國際電力漲超5%,大唐發電漲超4%。近期監管機構持續對煤炭行業進行高壓管控態勢,煤價持續下跌。另外,電價市場化改革10月27日進入具體操作實施階段。10月27日起,全部工商業企業購買電力,吿別了沿用多年的政府目錄電價,採用隨煤電上網電價上下浮動的市場化電價。市場化電價將跟隨煤電上網電價上下浮動。目前,煤電上網電價由“基準價+上下浮動20%”構成,供需雙方通過電力市場交易確定,高耗能企業電價浮動不受20%限制。


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