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港股A電力股集體上漲 券商稱火電板塊Q3業績修復預期逐步得到印證
格隆匯10月21日丨港A電力股集體上漲,其中港股華電國際電力漲8%,華潤電力漲7%,大唐發電漲5%;A股粵電力A漲停,華電國際漲約8%,皖能電力、國電電力漲5%。截至10月19日,火電行業共有4家上市公司披露三季度業績預吿,業績全部預喜。其中,贛能股份預計歸母淨利潤變動幅度達2265.23%。而內蒙華電前三季度歸母淨利同比增長537.22%,超越去年全年的歸母淨利潤總額,實現了近五年來的同期最好業績。天風證券認為,發電量高增疊加燃料成本下降,使得火電板塊前三季度業績修復的預期逐步得到印證;天風證券進一步指出,在迎峯度冬電力供需偏緊的背景下,火電發電量有望持續高增;中長期看,電力硬缺口疊加政策加碼,火電板塊價值有望迎來重估。西南證券指出,今年夏季高温極端性顯著,居民用電持續攀升,水電和核電增速貢獻卻為負;而8月火電發電量同比增長14.8%,增速較上月增加9.5pp。

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