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electricity 電力/電力設備股

 

 
 
 
 
 Comment:電力股
2024-11-17 華潤電力在下午01:15出現大手買進,成交量為38萬,成交價為港幣$18.04,涉資685.52萬。至如今為止,股價升1.81%,今天最高價為$18.08,而最低價為$17.66,總成交量為944.724萬股,總成交金額港幣$1.697億。
 
2024-11-21 該行持續睇好火電轉綠電的投資機會,重點推薦標的包括申能股權、皖能電力、上海電力、福能股權、大唐發電、華潤電力等。穩健性標的推薦烏白電站注入增長公司利潤水平的水電龍頭長江電力,核電向新能源轉型的中國核電,純綠電標的三峽能源、龍源電力。
 
2024-11-21 智通財經APP獲悉,摩根大通公布研究報告稱,認為由於中國的用電量提升仍然強勁,電費只會以溫和的步伐下挫。認為華潤電力具有良好價值,並將其股票升至「賣入」評級。
 
2024-11-24 華潤電力在下午04:08出現大手出售,成交量為56.2萬,成交價為港幣$18.02,涉資1.013千萬。至現在為止,股價跌1.53%,今天最高價為$18.5,而最低價為$17.94,總成交量為1.008千萬股,總成交金額港幣$1.83億。
 
2024-11-29 華潤電力在下午04:08出現大手出售,成交量為58.8萬,成交價為港幣$17.98,涉資1.057千萬。至如今為止,股價跌1.533%,今天最高價為$18.26,而最低價為$17.92,總成交量為1.229千萬股,總成交金額港幣$2.214億。
 
 Comment:電力設備股
2024-09-27 今年年初以來,受基本面改善、業績提升預計較高等邏輯驅動,A股電力設備公司尤其是輸配電公司備受投資者關注,不少公司股價表現亮眼。現在,業績提升的邏輯正在兌現,多家電力設備公司半年報業績均預喜。
 
2024-10-18 受利好政策催化,核電股、光伏太陽能股、電力設備股、綠電概念、風電股等電力有關板塊均表現活躍。其中,龍源電力漲4.93%,金風科技漲4.68%,東方電氣漲3.21%,新特能源漲2.6%。
 
2024-10-25 大型美系外資繼日前出具戰略報告,大喊電力設備股中興電、華城股價必於30天內上升後,新近又出具產業報告,喊多台系電力設備股,中興電給予「優於大盤」評級、目標價看227元;華城也「優於大盤」、目標價看1,035元。
 
 
 Top Gain / Loss Show All Charts 
 
 Value
Name Updated Value Change Change %
CHINA RES POWER 05-08 13:16 19.62  19.62  ∞%
HUANENG POWER 05-08 13:17 4.86  4.86  ∞%
DATANG POWER 05-08 10:23 1.54  1.54  ∞%
HUADIAN POWER 05-08 10:25 4.21  4.21  ∞%
CHINA POWER 05-08 11:05 3.27  3.27  ∞%
HARBIN ELECTRIC 05-08 10:20 2.69  2.69  ∞%
SH ELECTRIC 05-08 11:10 1.59  1.59  ∞%
DONGFANG ELEC 05-08 10:25 10.96  10.96  ∞%
SIWI SCI & TECH 05-07 15:59 0.72  0.72  ∞%
≫More
 
 Company Rating
Date Broker Company name Rating Target
04-30 Citibank  HUADIAN POWER 5.25
04-30 HSBC  HUANENG POWER 5.2
≫More
 
 Basic Datum
Company name Lot P/E P/B EPS DPS
CHINA RES POWER 2000 6.83 1.1803 2.29 1.415
HUANENG POWER 2000 10.79 0.4634 0.3837 0.2192
DATANG POWER 2000 -97.57 0.9076 -0.0126 0.0082
HUADIAN POWER 2000 8.92 0.8697 0.3892 0.1644
DONGFANG ELEC 200 5.71 0.7654 1.2497 0.5207
HARBIN ELECTRIC 2000 6.03 0.3561 0.3431 0.057
SIWI SCI & TECH 2000 80.28 0.3007 0.011 0.0
CHINA POWER 1000 11.9 1.0327 0.2412 0.1447
SH ELECTRIC 2000 82.61 0.4038 0.0197 0.0
≫More
 
 Company performance - Published
Date Company name Turnover* Profit* % Dividend
≫More
 

 

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