郭家耀: 關注中概股退市風險 港股短期料徘徊21,000至22,000
安里資產管理董事總經理郭家耀稱,美股上周五(25日)個別發展,油價走勢持續向上,帶動債息上升,不利科技股表現,三大指數收市升跌不一。美元走勢回軟,美國十年期債息升至2.5厘水平,油價先跌後回升,金價反覆偏軟。港股預託證券大致向好,預料大市早段溫和高開。
內地股市上周五下滑,滬綜指高開低走,以接近全日低位收市,下跌1.1%,滬深兩市成交額進一步縮減。
港股跟隨內地股市下跌,指數低見20天線水平,尾市稍為反彈,大市成交較早前回落。新經濟股普遍受壓,傳統類股份支撐大市表現。投資者繼續關注中概股退市風險、內地政策消息,以及藍籌股業績表現,預料指數短期在21,000至22,000點水平徘徊。
發改委日前發布十四五現代能源體系規劃,提出到2025年,國內能源年綜合生產能力達到46億噸標準煤以上,原油年產量回升並穩定在2億噸水平,天然氣年產量達2,300億立方米以上,發電裝機總容量達到約30億千瓦。至2025年,非化石能源消費比重將提高到20%左右,非化石能源發電量比重達約39%,電氣化水平持續提升,電能佔終端用能比重達約30%。靈活調節電源佔比約24%,電力需求側響應能力達最大用電負荷的3%至5%。展望2035年,能源高質量發展取得決定性進展,基本建成現代能源體系。
非化石能源消費比重在2030年達25%的基礎上進一步大幅提高,可再生能源發電成為主體電源。規劃並提出,加強煤炭安全托底保障,建設山西、蒙西、蒙東、陜北、新疆五大煤炭供應保障基地,完善煤炭跨區域運輸通道和集疏運體系,增強煤炭跨區域供應保障能力。研究推進內蒙古鄂爾多斯、陝西榆林、山西晉北、新疆準東、新疆哈密等煤製油氣戰略基地建設。在加快發展風電、太陽能發電的同時,因地制宜開發水電,到2025年,常規水電裝機容量達到3.8億千瓦左右;在確保安全的前提下,積極有序推動沿海核電項目建設;推動電力系統向適應大規模高比例新能源方向演進。大力發展纖維素燃料乙醇、生物柴油、生物航空煤油等非糧生物燃料。中央對保障國家能源安全極為重視,新能源發電行業有理想前景,可多加留意。
(筆者為證監會持牌人,沒持有上述股份)~
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