港股異動丨港A電力股上升 8月全社會用電量同比增3.9%
港股方面,中國電力、華潤電力、大唐發電,華能國際電力均升超2%,A股方面,深南電A一度升超8%,國投電力、大連熱電等跟升。國家能源局數據顯示,8月份,全社會用電量8861億千瓦時,同比增長3.9%。其中三大產業用電量均同比增長。1~8月,全社會用電量累計60826億千瓦時,同比增長5.0%。有分析稱目前市場關注火電容量電價改革政策預期,部分業內人士表示可能要落地了,火電企業有望在該政策的刺激下增厚利潤。業內預計,未來將有更多省份出台容量電價相關政策,有望抬升火電板塊整體估值。

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