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電力股逆市走強,華電國際電力漲超4%,多機構看好火電公司前景

11月21日消息,電力股逆市走強,截至發稿,$華電國際電力股份(01071.HK)$漲超4%,$華能國際電力股份(00902.HK)$漲近3%,$中國電力(02380.HK)$漲超2%。

消息面上,廣東省能源局、南方能監局日前聯合發佈《關於2023年電力市場交易有關事項的通知》,提出當一次能源價格波動超出一定範圍時,視市場運行情況啓動一次能源價格波動傳導機制。

天風證券發研報表示,廣東今年的月度交易成交均價基本保持高比例上浮。該行預計,廣東2023年年度長協電價較2022年有望提高,疊加日前通知中所提出的一次能源價格傳導機制有望啓動,將帶動區域內火電公司盈利能力修復。

德邦證券表示,廣東作爲改革開放前沿省份,其在電力市場建設上也處於全國領先地位。傳導機制有望逐步推廣全國,火電運營商價值有望修復。

華創證券認爲,廣州一次能源價格傳導機制打通後,本省份火電運營商將顯著受益,建議關注廣東區域性電力運營商,推薦華能國際電力股份,建議關注華電國際電力股份、$華潤電力(00836.HK)$等。

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