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Electricity 2023-01-22 11:58 財經茄呢啡 綠電概念股、電力設備股等也紛紛下挫。龍源電力跌1.61%,大唐新能源跌2.21%,華潤電力跌1.07%,新特能源跌0.5%。
Electricity 2023-01-20 12:00 財經茄呢啡 綠電概念股、電力設備股等也紛紛下挫。龍源電力跌1.61%,大唐新能源跌2.21%,華潤電力跌1.07%,新特能源跌0.5%。
Electricity 2023-01-19 12:03 財經茄呢啡 格隆匯1月18日亅A股東旭藍天漲5%,廣州發展、粵電力A漲2%,華電國際、深南電A漲1%;華潤電力漲2%,中國電力漲1%。國家能源局公布2022年全國電力工業統計數據顯示,截至2022年12月底,全國累計發電裝機容量約25.6億千瓦,按年提升7.8%。其中,風電裝機容量約3.7億千瓦,按年提升11.2%;太陽能發電裝機容量約3.9億千瓦,按年提升28.1%。
Electricity 2023-01-19 12:03 財經茄呢啡 電力股表現強勁,包括風電股、綠電概念股、電力設備股等細分板塊紛紛上漲。其中,龍源電力漲3.7%,華潤電力漲2.56%,大唐新能源漲3.83%,新奧能源漲1.46%。
Electricity 2023-01-19 12:03 財經茄呢啡 電力股表現亦有不俗,總理李克強到國家電網公司考察時強調,抓好電力能源保供給,料疫後經濟提升加快,電力需求提升。
Electricity 2023-01-17 12:07 財經茄呢啡 1月16日上午,截至發稿,電力股走強,中國電力漲5.4%、華潤電力漲3.24%、華電國際電力漲3.16%。
Electricity 2023-01-17 12:07 財經茄呢啡 財聯社 1 月 16 日訊(編輯 胡家榮)今天電力股早盤大幅走強,其中,中國電力 ( 02380.HK)、華潤電力 ( 00836.HK ) 、華電國際電力 ( 01071.HK ) 、華能國際電力 ( 00902.HK ) 、大唐發電 ( 00991.HK ) 分別上升 6.25%、3.74%、2.53%、2.36%、1.56%。
Electricity 2023-01-13 12:09 財經茄呢啡 格隆匯1月11日亅電力設備股大漲,哈爾濱電氣漲6.7%,東方電氣、東北電氣漲超4%。西南證券指,長期看光伏、新能車板塊未來都是增速較高的行業。短期看,板塊估值低位,反彈動力強。如今新能源占比增長,消納及電力供給震動性問題凸顯,新型電力系統建設加速,建議關注電力設備類似標的。
Electricity 2023-01-13 12:09 財經茄呢啡 投資結構方面,東吳證券(行情601555,診股)國際相信電網投資重點將聚焦在網架建設(重要是特高壓直流)、配網(配網節能變壓器配網智能化)、抽水蓄能、調度系統等方向。該機構睇好上述細分賽道外,建議關注「電力設備+儲能」的優質公司,儲能賽道高景氣,有望打開類似公司第二提升曲線,2023年隨電芯降價、有望貢獻盈利彈性。
Electricity 2023-01-12 11:51 財經茄呢啡 電力股捱沽,華電插6.3%;華潤電力挫4.5%;中國電力挫4.4%;大唐發電插5%;華能挫2.1%。
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