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限電影響持續!光伏、風電等電力概念股現漲停潮
格隆匯8月17日丨限電影響在資本市場持續發酵,A股光伏、風電等電力概念股出現漲停潮。華西能源、龍源電力、江蘇新能、樂山電力、神馬電力、英威騰、川潤股份、億晶光電、金辰股份、振江股份、祥鑫科技等超10股漲停。近日多地持續高温、用電需求大增,疊加因乾旱水利發電不足,部分地區採取了限電措施。8月16日,國家電網有限公司董事長、黨組書記辛保安,總經理、黨組副書記張智剛在公司總部與基層單位視頻連線,調研指導電力保供工作。辛保安強調,確保電網安全運行。科學安排運行方式,加強電網運行監控,堅持全公司“一盤棋”,發揮大電網資源配置作用,組織跨區跨省餘缺互濟,最大限度支援川渝地區電力供應。華西證券表示,全社會電力消費水平穩步提升,隨着夏季用電高峯期將至,疊加國家當下的保供政策,用電量有望繼續增長,發電行業有望從中受益。另外,有機構指出,受此類能源短缺事件催化,風電、光伏發電等新能源發電有望進一步獲大規模推動,積極引導新能源進入電力交易市場,意義重大。要重視光伏、風電等新能源板塊的長期配置價值。

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