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Electricity 2023-04-21T11:56 財經茄呢啡 恆生指數中午收報20344點,跌0.37點。期指應如何部署?《香港經濟日報》專欄作者石鏡泉(石SIR)推介華潤電力 、周黑鴨 ,並分析受壓股農夫山泉 ,詳情待石SIR為你分析。
Electricity 2023-04-21T11:56 財經茄呢啡 電力股集體走高,包括綠電概念、風電股、光伏太陽能等概念紛紛上升。其中,華電國際電力股權漲4.39%,大唐發電漲4.08%,中國電力漲3.85%,華潤電力漲3.26%。
Electricity 2023-04-21T11:56 財經茄呢啡 以電力股捕捉中國經濟復蘇又是否可行?對於本月抽升約一成的華能國電和華電國際,劉顯達有所保留,原因除了資產吸引力不如消費板塊,大型基金愈益講究ESG(環境、社會及管治),煤電業務仍重的華能與華電要吸引基金押注再遜一籌,「買股票無非都搵只多人追慨嗜」。若要捕捉煤價回軟改善煤電業務之盈利,華潤電力較勝一籌,因其決定在A股分拆新能源業務上市有助提振估值。
Electricity 2023-04-21T11:56 財經茄呢啡 電力股止步5連漲,綠電概念、風電股、光伏太陽能等有關概念板塊紛紛回軟。其中,華潤電力跌4.45 %,華電國際電力股權跌4.35 %,中國電力跌1.9 %,大唐發電跌1.29 %。
Electricity 2023-04-20T12:06 財經茄呢啡 恆生指數中午收報20344點,跌0.37點。期指應如何部署?《香港經濟日報》專欄作者石鏡泉(石SIR)推介華潤電力 、周黑鴨 ,並分析受壓股農夫山泉 ,詳情待石SIR為你分析。
Electricity 2023-04-20T12:06 財經茄呢啡 以電力股捕捉中國經濟復蘇又是否可行?對於本月抽升約一成的華能國電和華電國際,劉顯達有所保留,原因除了資產吸引力不如消費板塊,大型基金愈益講究ESG(環境、社會及管治),煤電業務仍重的華能與華電要吸引基金押注再遜一籌,「買股票無非都搵只多人追慨嗜」。若要捕捉煤價回軟改善煤電業務之盈利,華潤電力較勝一籌,因其決定在A股分拆新能源業務上市有助提振估值。
Electricity 2023-04-20T12:06 財經茄呢啡 智通財經APP獲悉,電力股全線走低,華能國際跌3.37%,報4.3港元;大唐發電跌3.25%,報1.49港元;華電國際跌1.96%,報3.51港元;中國電力跌1.63%,報3.02港元;華潤電力跌1.3%,報16.68港元。
Electricity 2023-04-13T12:13 財經茄呢啡 4月11日,港股電力股強勢高走,截至收盤,華能國際電力股權漲超8%,華電國際電力股權漲超7%,華潤電力、大唐發電、中國電力集體跟漲。
Electricity 2023-04-13T12:13 財經茄呢啡 中資電力股昨普遍上升。分析認為隨著內地經濟重啟,企業開工率回升,首兩個月工業用電量按年增加3.2%,增速有所加快。惟發電量增幅少於用電量,預料電力市場傾向緊平衡。而4月煤炭價位下滑,利好電力盈利改善。其中,較睇好華電國際,火電業務盈利逐漸改善,資本開支低於同業,未來有望保持較高派息率。
Electricity 2023-04-13T12:13 財經茄呢啡 格隆匯4月11日亅港股電力股集體上揚,華電國際電力升超7%,華能國際電力升超6%,大唐發電和華潤電力升超4%。4月9日,「四川氣溫熱到全國第一」登上了熱搜。據了解,從4月8日起,我國大部地區啟動升溫模式,多地最高氣溫沖擊30℃,迎來「體驗版初夏」。
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