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華能(00902.HK)升幅擴至7% 龍源電力HA漲9%及10% 兗礦(01171.HK)逆市續跌逾3%
官媒評論指,「中特估」不能簡單理解為直接拔高國企估值,認為估值高低直接體現市場對上市公司的認可程度,不管國企還是民企,市場最終衡量的還是經營效益及能否持續穩定地創造價值。 此外,國家發改委就《電力需求側管理辦法(徵求意見稿)》和《電力負荷管理辦法(徵求意見稿)》向社會公開徵求意見,新增需求響應的工作內容。 國企股今天以估值較低的中資電力股表現最好,股價隨其A股走強兼跑贏大市,尤其是龍源電力(00916.HK)承過去三連跌勢,今早低開報8.35元獲承接,掉頭節節向上兼重越20天、10天及50天線(8.5-8.87元),午後高見9.2元,現報9.18元,回升8.9%;龍源A(001289.SZ)漲停報19.93元人民幣。 華能(00902.HK)終止三連跌,股價午後升幅擴至8%報5.02元即市高位,股價升破10天及20天線;華能A(600011.SH)升逾3%曾高見9.8元人民幣。 華電(01071.HK)及大唐發電(00991.HK)扭三連跌,股價均升破10天線(3.8元及1.57元),最高見3.94元及1.63元,現報3.9元及1.6元,齊彈約4%;華電A(600027.SH)及大唐發電A(601991.SH)升逾3.5%-4.5%,股價曾分別高見6.6元及3.49元人民幣。 中國電力(02380.HK)及潤電(00836.HK)突破10天線,分別報3.23元及18.7元,回升4.9%及6.3%。 相反,煤炭及基建股普遍受壓,尤其是兗礦能源(01171.HK)隨其A股續跌3.4%報25.9元。神華(01088.HK)、中煤(01898.HK)、中交(01800.HK)及中鐵建(01186.HK)反覆逆軟。時代電氣(03898.HK)反覆續跌1.6%報33.35元。
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