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港股異動 | 綠電概念股大漲 行業再獲政策力挺
格隆匯3月30日丨綠電概念股大漲,華能國際電力漲超6%,中廣核新能源、福萊特玻璃、龍源電力漲超5%,金風科技漲4.5%。消息面是,國家能源局印發《2022年能源工作指導意見》提到,大力發展風電光伏。國泰君安指,指導意見是在《“十四五”現代能源體系規劃》背景下對於2022年具體工作做了細化分解,明確了年度發電量目標9.07萬億千瓦時(2021年《指導意見》無明確目標),按照中電聯口徑測算對應2022年發電量同比增速8.3%,增速超過中電聯的預測值(全社會用電量同比增速5~6%)。此外,2022年《指導意見》預計電力裝機26億千瓦左右,同比新增裝機2.2億千瓦;結合中電聯預測我們判斷新能源風電、光伏裝機分別新增0.5、0.9億千瓦,合計佔新增裝機的比例63%。

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