港股異動丨電力股普漲 500億可再生能源補貼再度撥付 企業現金流改善
格隆匯5月18日丨華能國際電力漲近7%領漲,華潤電力漲逾5%。近日,國務院常務會議指出確保能源正常供應。在前期向中央發電企業撥付可再生能源補貼500億元、通過國有資本經營預算注資200億元基礎上,再撥付500億元補貼資金、注資100億元,支持煤電企業紓困和多發電。川財證券研報稱,從上市公司年報來看,綠電企業盈利能力更強,基本面沒有問題,具備一定配置價值。此外,各地也正積極推進電力現貨市場建設,打開電價上漲空間,促進新能源參與市場交易,發現綠色電力內在價值。此次補貼發放也能夠提升新能源開發的積極性,建議關注綠電板塊回調帶來的投資機會。

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