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Electricity 2023-06-29T12:08 財經茄呢啡 桂東電力股價出現連續上升,除與夏季負荷高峰用電緊張有關之外,還可能得益於電力行業出台的諸多利好政策。例如,《關於第三管控周期省級電網輸配電價及類似事項的通知》《電力需求側管理辦法(征求意見稿)》及《電力負荷管理辦法(征求意見稿)》,還有《關於做好電力市場建設類似工作的通知》等多個配套細則已擬定並內部征求意見。
Electricity 2023-06-27T12:15 財經茄呢啡 電力股明顯向好,內地媒體報道指焦煤主力期貨合約大幅下跌6%,加上國家電網制定重點舉措強化負荷管理,務求確保電力安全可靠供給,有幫推動電力股揚升。華潤電力收報17.28元,升0.96元或5.88%,是升幅最大的恆指成分股;華電國際升0.22元或5.79%,以4.02元收市;風電股金風科技更飆10.72%或0.52元,收報5.37元。
Electricity 2023-06-27T12:15 財經茄呢啡 電力股集體沖高,其中,風電股、綠電概念、電力設備等概念板塊等紛紛上升。成分股中,金風科技反彈10.72 %,華潤電力漲5.88 %,華電國際電力股權漲5.79 %,中國電力漲4.85 %。
Electricity 2023-06-27T12:15 財經茄呢啡 國際地緣政局不穩,北水長假期後回歸亦無助改善港股表現。恆生指數周一收報18,794點,為逾3周低位,連跌第5個交易日,創近4個月最長跌浪,累插1,246點或6.21%。昨天跌市奇葩有中資電力股,事緣內地重要煤炭期貨合約大幅下跌,電力板塊受惠,大唐發電、華能國際電力股權、華電國際電力股權及華潤電力升約4至5%,其中潤電成升幅最大藍籌股。
Electricity 2023-06-25T12:10 財經茄呢啡 大和調高兩只火電股中國電力及華潤電力評級,分別升至「買進」及「跑贏大市」,但將中國電力目標價降低約5%至3.9元,調高潤電目標價至18.8元。
Electricity 2023-06-23T12:12 財經茄呢啡 在5家以上機構評級的電力設備個股中,合計有40多只個股機構一致預計今年、明年及2025年淨利增速均超20%。從預計今年市盈率角度看,明陽智能市盈率最低,不足9倍。另外遠東股權、天合光能、高測股權等個股預計市盈率均不足12倍。
Electricity 2023-06-22T12:06 財經茄呢啡 新A股發行數目將為上述公開發售後經擴大已發行股本的15%至30%,其後華潤電力於分拆公司的擁有權將攤薄至不少於70%,將做成視作賣出集團於分拆公司的權益,華潤新能源控股將仍為華潤電力的附屬公司,華潤新能源控股的業績將繼續由華潤電力綜合入帳。
Electricity 2023-06-22T12:06 財經茄呢啡 在港股上市的大陸電力企業華潤電力最新發布,已獲香港聯交所告知,上市委員會已同意該公司可依據上市規則第15項應用指引進行建議分拆並在A股上市,預估分拆公司(華潤新能源)將於今年下半年向深圳證券交易所提交A股上市申請。
Electricity 2023-06-20T12:18 財經茄呢啡 電力股走勢向好,截至出稿,華電國際電力股權漲2.73%,大唐發電漲2.04%,華能國際電力股權漲1.77%,華潤電力漲1.18%。
Electricity 2023-06-16T12:10 財經茄呢啡 華城董事長許邦福致股東報告書提到,華城核心以輸配電端之電力變壓器為主力,並向電力系統上下端延伸擴展,掌握能源轉型商機,提供具競爭力以及前瞻性解決方案滿足顧客需求。公司從傳統的電力設備提供,整合集團內部資源,投入發電端之再生能源、儲能,用電及售電端之能源管理、電力交易與電動車充電服務等領域。
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