港股電力股集體走強 華能國際電力(0902.HK)暴漲超17%
格隆匯8月19日丨A股電力股集體走強,港股午後開盤後電力股亦跟隨集體上漲。其中,華能國際電力暴漲超17%,華電國際電力漲超12%,大唐發電、中國電力和華潤電力均明顯上漲。華能國際電力昨晚公佈業績顯示,中期純利54.41億元,同比上升58.1%。天風證券最新行業報告指出,火電方面,無論是縱向回溯還是橫向對比,PB估值均處於低位,低估值疊加基本面穩固的邊際改善,在資金面及市場情緒的配合下,火電標的估值修復在即;水電方面,今年汛期降水豐沛度歷史罕見,從7月11日6時至12日0時,先後有四個水文站的水位超過1998年的歷史最高記錄,主要流域來水出現超預期。中長期來看,大型水電將進入投產週期,降息背景下盈利穩健、現金流充沛、股息高的水電標的相對價值持續提升,投資機會愈發凸顯。
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