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Electricity 2023-05-09T12:29 財經茄呢啡 39【半日主力資產亅加倉非銀金融板塊 減持電力設備股】主力資產早間淨流入非銀金融、電子、商貿零售等板塊,淨流出電力設備、傳媒、石油石化等板塊。
Electricity 2023-05-05T12:03 財經茄呢啡 綠能發展趨勢推動電力設備需求,加上台電強韌電網計畫龐大商機,重電業者今年營運受惠且長期展望看俏,電機及電纜股由中興電今早股價突破百元新高領軍,華城也突破70元創新高價。
Electricity 2023-05-05T12:01 財經茄呢啡 大唐發電首季轉賺1.4億元人幣,股價反急吐9.4%;華能下挫1%;華電降0.3%;華潤電力走低2.1%;但中國電力無上落。
Electricity 2023-05-04T12:02 財經茄呢啡 電力股早盤再次走高,大唐發電上揚6%,報1.59港元;華潤電力上揚3.55%,報17.52港元;中國電力上揚3.09%,報3.00港元;華能國際上揚3.09%,報4.99港元。
Electricity 2023-04-30T12:07 財經茄呢啡 電力股普遍靠穩,華潤電力升0.8元,報17.28元,升近5%;中國電力升逾4%,報3.04元;大唐新能源升逾2%,報3.22元。龍源電力績後跌近2%,報8.16元。
Electricity 2023-04-30T12:07 財經茄呢啡 國網能源研究院公布的《2023年中國電力供需局面分析報告》指,2023年全國電力供需平衡偏緊,局地高峰時段電力供需緊張。憧憬電價上揚,電力股全線向上,中國電力升逾4%、華潤電力升逾4%、華電國際電力升近7%、大唐新能源升近3%。
Electricity 2023-04-30T12:07 財經茄呢啡 大唐發電首季轉賺1.4億元人民幣,股價反急吐9.4%;華能下挫1%;華電降0.3%;華潤電力走低2.1%;但中國電力無上落。
Electricity 2023-04-27T12:05 財經茄呢啡 電力股集體拉升,華能國際電力股權漲超8%,華電國際電力股權漲超5%,大唐發電漲超4%、華潤電力漲超3%。
Electricity 2023-04-27T12:05 財經茄呢啡 多只中資電力股發布今年首季業績,其中傳統火力發電股華能國電首季純利升逾3倍,股價今天高開半成,升幅曾擴至逾一成,全日仍升近9%。其他電力股亦因憧憬火電行業利潤有望改善,幾乎全線上揚,唯獨龍源電力首季純利僅升7.09%,收入更消減5%,股價低開逾2%,一度跌逾3%至7.87元的年內低位。券商亦普遍料未來在煤電發電量上揚、電價上升,煤價成本取得緩解下,火電企業利潤將顯著修復。
Electricity 2023-04-21T11:57 財經茄呢啡 應該這樣來說,今年除了電力設備股展現新的樣貌之外,離岸風電產業也會快馬加鞭,以期迎頭趕上。所以,世紀風電可視為風向球,若2月份世紀風電的營收有明顯成長,則離岸風電產業的拉升力量可以再上揚。
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