港股異動丨電力股走強,華能國際電力領升,煤電容量電價機制“靴子落地”
港股市場電力股走強,其中,華能國際電力一度升超6%,大唐發電、華潤電力、中國電力等跟升。消息面上,國家發展改革委、國家能源局發佈關於建立煤電容量電價機制的通知。煤電容量電價機制適用於合規在運的公用煤電機組。招商證券研報表示,煤電容量電價機制“靴子落地”,將進一步穩定行業預期,提高發電積極性。隨着新能源快速發展,迫切需要煤電發揮支撐調節作用,保障電力安全穩定供應。在單一電量電價機制下,煤電企業難以完全回收成本,加上近年來煤價高企導致火電企業普遍虧損嚴重,出現行業預期不穩、發電積極性下降等現象。本次煤電容量電價機制出台適逢其時,將有助於發電企業回收部分或全部固定成本,穩定煤電盈利預期,火電行業有望迎來價值重估。推薦火電裝機量行業領先,新能源裝機快速提升,加速火電向綠電轉型的華能國際,以及煤電一體化的綜合能源龍頭國電電力。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.