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港A電力股集體拉昇 券商稱供需環境好轉 火電有望在2022年重新恢復盈利能力

港A電力股集體拉昇,其中A股晉控電力,穗恆運A,金山股份漲停,皖能電力漲8%,華能國際漲3%;港股華能國際電力,華潤電力漲5%,大唐發電漲4%,華電國際電力,京能清潔能源,中廣核電力漲2%。

中信證券研報指出,供需環境好轉可期,火電在2022年走出至暗時刻重新恢復盈利能力;系統成本上升推動以及電力市場機制完善,預計國內用電價格有望逆轉前期的降價趨勢而進入上漲週期;新能源運營商有望通過充分攫取產業鏈技術紅利的形式以降低成本和擴張ROE。風電已經率先出現平價新項目回報遠超歷史平均回報的情況,高成長+ROE擴張使得新能源運營當前處於黃金投資週期。

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