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電力股拉昇,多隻個股漲停

格隆匯12月23日丨電力股午後進一步拉昇,大唐發電、太陽能、湖南發展上午漲停後,吉電股份、節能風電、華能國際等個股午後拉昇封漲停板。

光大證券近期發研報指綠電需求提升,綠電溢價+風光製造成本下降,新能源運營項目盈利邊際改善對新能源運營項目的支持力度進一步加大,看好新能源運營商未來的投資機會。

中金公司亦指,在碳中和政策大背景下風電新增裝機加速,根據中金電新組預計2025年全球有望達到119GW(中國66GW)。此外,多地相繼出台規劃,“十四五”期間海上風電規模有望大幅提升。中金公司認為,風電行業正在經歷陸海共振,行業的上行週期更加確立。

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