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內地高溫持續多省用電負荷屢創新高 中資電力股升幅普遍擴至逾5%-8%
根據國家氣候中心監測,截至8月15日,內地高溫事件已經持續64天,為1961年以來持續時間最長(超過2013年的62天)。在高溫天氣影響下,內地多個省份用電負荷屢創新高。A股華能(600011.SH)及華電(600027.SH)齊漲停報7.92元及5.74元人民幣;大唐發電(601991.SH)升7.6%曾高見3.12元人民幣。 本港中資電力股今天全面受捧,且午後升幅擴大,華能(00902.HK)高見4.34元,創逾一個月高,現報4.26元,急漲8.1%,成交急增至1.03億股。大唐發電(00991.HK)及華電(01071.HK)高見1.56元及3.56元,現報1.53元及3.4元,升6.3%及5.6%,股價分別創逾五個月高及逾七個月新高,成交急增至3,605萬股8,187萬股。 中國電力(02380.HK)重越50天線(4.52元),最高見4.72元,現報4.67元,回升6.1%。華潤電力(00836.HK)七連升,最高見16.68元,現報16.32元,升5.6%。龍源電力(00916.HK)七連彈兼挑戰50天線(13.83元),最高見14.18元,現報13.82元,續升2.7%。 大唐新能源(01798.HK)及中廣核新能源(01811.HK)升4.7%及5.4%,報2.21元及3.31元;新天綠色能源(00956.HK)升近3%高見3.77元。
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