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內地海上風電新增併網年增近2.3倍中港相關股炒起 金風AH齊破頂
內地第三季海上風電新增併網年增近2.3倍,全球風能理事會預測中國今年海上風電裝機量有望超過英國成爲全球最大海上風電裝機容量國家。 中港風電設備股炒起。本港相關股以中國高速傳統(00658.HK)及金風科技(02208.HK)升幅最大,最高見6.8元及19.62元(突破今年1月所創上市高位19.5元),現報6.54元及19.36元,急升13.5%及11%,成交急增至1,948萬股及2,441萬股;金風A股(002202.SZ)漲停報20.56元人民幣新高。 電力設備股東方電氣(01072.HK)承昨天升勢,今天股價進一步高見13.24元,現報12.94元,續升7.3%;東方電氣A股(600875.SH)曾高見20.33元人民幣,逼近紀錄高位20.5元。 上海電氣(02727.HK)及哈爾濱電氣(01133.HK)高見2.35元(牛熊線2.42元)及3.3元,現報2.34元及3.25元,升5.9%,後者股價兩連升兼一舉突破50天、10天及20天線。上海電氣A股(601727.SH)漲逾5%高見5.05元人民幣。 中廣核礦業(01164.HK)重越10天及20天線,最高見1.12元,現報1.09元,續升9%。 新天綠色能源(00956.HIK)、龍源電力(00916.HK)、中廣核新能源(01811.HK)及大唐新能源(01798.HK)也依次續升逾3%-6%,分別高見6.73元、18.72元、7.85元及3.37元。 太陽能板塊則以第三季光伏業務收入飆升的創維(00751.HK)升幅最大,股價繼昨天由逾四年半高位回吐後,今天回升13%曾高見4.93元 。水發興業能源(00750.HK)及保利協鑫(03800.HK)最高見2.05元及3.07元,現報2.01元及2.98元,分別續升5.1%及回升9.2%。 內地《證券時報》報道,截至9月底,中國海上風電累計併網裝機按年增近76%至1,319萬千瓦。單計第三季風電新增併網按年增近2.3倍至167萬千瓦。有報告預計,由於目前多個海上風電項目陸續傳來併網消息,在海上風電併網電價政策影響,沿海地區第四季海上風電併網規模將會增長。中國海上風電裝機增速尤爲引人矚目,去年以年增300萬千瓦速度連續三年成爲全球最大的海上風電市場。全球風能理事會預測,今年內,中國海上風電裝機總量很可能將超過英國,成爲全球海上風電裝機容量最大的國家。(sz)~
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