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港股異動 | 電力股尾盤擴大漲幅 華電國際(1071.HK)漲11.5%
格隆匯 04-29 15:48
格隆匯4月29日丨電力股尾盤擴大漲幅,華電國際電力(1071.HK)漲11.52%、大唐發電(0991.HK)漲7.62%、華能國際(0902.HK)漲4.29%。1-3月全國全社會用電量15698億千瓦時,同比下降6.5%。上海證券研報指,隨着我國復工復產推進,國內需求對電力消費需求增加,電力消費增速將逐步回升。目前,火電在佔總發電量的比例超過七成,近期煤炭價格下降,有利於火電企業降低成本,可適當關注。市場分析認為,隨着我國復工復產繼續推進,電力消費增速將逐步回升,預計二季度全社會用電量增速比一季度回升9個百分點左右。
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