港股異動 | 中國電力盤中大漲21%領漲電力股 股價創3約個月新高
格隆匯12月28日丨電力股漲幅居前,其中中國電力(2380.HK)盤中大漲21.38%領漲電力股,報3.35港元,總市值414億港元,股價創2022年9月29日新高。消息面上,廣東電力交易中心近日公佈2023年度交易及可再生能源年度交易結果,完成雙邊協商交易2426.5億千瓦時,交易均價為每千瓦時0.5539元;可再生能源交易15.6億千瓦時,交易均價為每千瓦時0.5512元。民生證券發研報稱,廣東2023年度長協成交價終於達到了漲幅上限,驗證了此前對於電價“漲”聲再起的預判。在缺電大週期下,年度交易有助於穩定價格預期,保障電力供應;考慮到火電電價的參照系作用,各類電源的電價水平均可隨之獲益。

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