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Electricity 2022-08-19T11:53 財經茄呢啡 電力股續省鏡,華能揚2.3%;中國電力升2%;華潤電力揚2.8%;華電揚3.4%;大唐升2.1%;龍源升0.7%;中廣核新能源走高1%;大唐新能源升0.4%;新天綠色升1.1%。
Electricity 2022-08-18T11:54 財經茄呢啡 摩根大通發表報告指,預料內地今年限電的規模和持續時間會較溫和,只會持續幾周,而且將局限於部分省份,而非全國性。電力股整體續強。中國電力急升8.17%,收報4.5元;龍源電力急升7.36%,收報13.42元;華潤電力急漲5.69%,收報15.22元;華能國際升2.57%,收報3.98元;中廣核新能源漲3.58%,收報3.18元。
Electricity 2022-08-18T11:54 財經茄呢啡 有報道指,內地多個地區出現工業限電,以確保民生用電,電力股整體續強。華能揚2.6%;中國電力飆8.2%;華潤電力上半年業績倒退,但風電光伏售電量增,全日抽高5.7%;龍源大升7.4%;中廣核新能源升3.6%;大唐新能源彈高5.6%;新天綠色升2.5%;不過,華電連升五日後,全日回吐0.6%。
Electricity 2022-08-18T11:54 財經茄呢啡 刺激一眾內地電力股股價抽高,中國電力及華潤電力曾分別升逾9%及5%,收市時仍有8.2%及5.7%升幅(見表)。華潤電力亦宣布中期業績,受到火電業務虧損拖累,期內利潤按年下滑22.5%,只賺43.7億元。同一時間削派息16%,中期息每股0.21元。
Electricity 2022-08-16T11:54 財經茄呢啡 從盤面上來看,太陽能設備、能源金屬、風電設備、電池、電源設備、電網設備、煤炭、電力股漲幅居前,銀行、證券、保險、醫美、計算機設備股則跌幅居前。概念股方面,培育鑽石、刀片電池、TOPCON太陽能電池、藍寶石、HIT太陽能電池、固態電池、智慧路燈、鈣鈦礦電池、虛擬電廠等概念股明顯拉升。
Electricity 2022-08-11T11:48 財經茄呢啡 龍源電力今天最低見11.42元,創52周新低,午市前曾一度回升至11.8元,其後乏力回軟,收市報11.58元,跌0.69%。華盛證券證券經濟學家聶振邦(聶SIR)指近期內地電力股偏弱,龍源電力已連跌3個月,展望第四季9月或之後電力需求增長,才有可能起提振作用。聶SIR指龍源電力於11元有支撐,持貨者宜待股價升至13元或以上才沽出。
Electricity 2022-08-04T11:55 財經茄呢啡 電力股全線升,華能揚3%;中國電力升1.1%;華潤電力升3.2%;大唐發電走高1.1%;華電走高1.1%;龍源微升0.2%;中廣核新能源升3.3%;信義能源走高0.8%。
Electricity 2022-07-31T11:56 財經茄呢啡 電力股全線升,華能揚3%;中國電力升1.1%;華潤電力升3.2%;大唐發電走高1.1%;華電走高1.1%;龍源微升0.2%;中廣核新能源升3.3%;信義能源走高0.8%。
Electricity 2022-07-29T11:50 財經茄呢啡 電力股全線升,華能揚3%;中國電力升1.1%;華潤電力升3.2%;大唐發電走高1.1%;華電走高1.1%;龍源微升0.2%;中廣核新能源升3.3%;信義能源走高0.8%。
Electricity 2022-07-28T11:56 財經茄呢啡 智通財經APP獲悉,瑞信公布研究報告稱,保持華能國際電力「跑贏大市」評級,降低2022年全年每股利潤預計64%,由於煤價較高及上半年業績偏弱,目標價由4.8港元降至4.6港元。在電力股中,該行偏好華潤電力。
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