每日牛股追蹤 | 港股有4只股票創新高,高偉電子(01415)大漲3.57%,近一年漲幅達244.55%
截至8月26日收盤,港股有4只股票創新高,分別爲高偉電子(01415)、中國神華(01088)、兗礦能源(01171)、華電國際電力股份(01071)。(注:統計港股市場上市值>100億港元、成交額>1000萬港元,上市時間>1個月的股票)
高偉電子(01415)盤中最高觸達18.1港元,創歷史新高,近一年漲幅244.55%。該股收盤上漲3.57%,報17.4港元。
中國神華(01088)盤中最高觸達25.95港元,創歷史新高,近一年漲幅87.83%。該股收盤下跌0.78%,報25.55港元。信達證券發佈研究報告稱,由於電力供需逐步趨緊、頂峰容量不足,該行認為火電投資建設節奏有望進一步加速,從而有望利好傳統電力建設板塊,並將帶動電煤需求量在中長期的超預期增長,動力煤相關上市公司有望受益。
兗礦能源(01171)盤中最高觸達32.05港元,創歷史新高,近一年漲幅210.96%。該股收盤下跌0.78%,報31.6港元。中鋼經濟研究院首席研究員胡麒牧表示,本是水電輸出大戶的西南地區因為異常天氣導致水電發電量不足,需要從其他地區往川渝地區調煤“反哺”,讓煤電承擔更多的能源保障任務。
華電國際電力股份(01071)盤中最高觸達3.63港元,創52周新高,近一年漲幅55.14%。該股收盤下跌3.4%,報3.41港元。中金髮表研報稱,電力股近期表現優異,限電加劇驗證火電“壓艙石”的重要性。該行重申火電股第三季基本面料迎改善機會,以及優化火電投資壓力下的潛在政策利好。中金在報告中表示,限電問題凸顯局部地區“基荷裝機”短缺問題,火電保供地位再被確認。火電虧損已持續一年,報告認為改善盈利能力迫在眉睫,才能推動投資落地,政府仍須在煤價管控方面加強執行力度,或在電價方面推動利好政策出臺,幫助回歸合理回報。
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