獲大行看好中資電力相關股受捧 中國電力、大唐新能源及龍源續升逾7%至8%
大摩指熱浪推高內地電力需求,料燃煤電企7月或扭虧為盈。摩通料內地限電規模和持續持間較溫和,利好火力電企及智能電網營運商。中資電力等相關股今早(17日)普遍續受捧兼跑贏,中國電力(02380.HK)由逾兩個月低位連升第五天,今早股價曾一舉升破百天線及50天線(4.21元及4.5元),最高見4.54元,現報4.47元,續漲7.5%,成交增至9,038萬股。
龍源電力(00916.HK)由逾一年低位連升第五天,今早進一步升見13.54元,現報13.52元,升8.2%,成交增至2,615萬股。
大唐新能源(01798.HK)也由逾一年低位連續第五天反彈,今天股價重越20天線,最高見2.12元,現報2.1元,升7.7%,成交增至1,127萬股。
大唐發電(00991.HK)、華潤電力(00836.HK)、京能清潔能源(00579.HK)、華能(00902.HK)及中廣核新能源(01811.HK)續升近1.5%至4%,後兩者最強曾分別高見4.04元及3.26元,現報4.02元及3.19元,續升3.6%及3.9%,另華能股價升破250天線(約3.9元)。
然而,華電國際(01071.HK)今早續升至3.24元創逾七個月高位遇阻,掉頭倒跌1.2%,報3.15元。
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