水發興能(00750.HK)隨A股同業續漲13%創兩年半高 協鑫新能源及信義光能漲逾半成
受惠國策的內地太陽能板塊昨天急漲逾4%,今天再升1.8%。逾十隻個股漲近10%-20%;於滬科創板首日上市的N大全能(688303.SH)曾飆升2.7倍至80.21元人民幣,現造62元人民幣,較發行價21.49元人民幣,飆1.88倍。
本港相關股以水發興業能源(00750.HK)表現最好,股價三連升,今天更升破1月所創52周高位1.95元,最高見2.06元,創兩年半高,現造2.03元,續漲13%,成交續增至3,835萬股,爲半年來最高。
協鑫新能源(00451.HK)及藍籌信義光能(00968.HK)分別報0.36元及15.94元,升5.9%及5.4%,後者股價重越10天及20天線(15.6元15.9元),最高見16.06元。
國家發展改革委環資司副司長趙鵬高本月中指,內地將加快構建清潔低碳安全高效能源體系,嚴控煤電項目,「十四五」時期嚴控煤炭消費增長,「十五五」時期逐步減少。同時,將加快推進煤電機組節能降碳改造,大力提高電網對光伏發電、風電的接納、配置和調控能力,優化光伏發電、風電基地外送通道調度運行,持續提高可再生能源發電消納比例,推進重大水電工程建設。
另外,據統計,內地已公佈「十四五」能源規劃的21省中,有16省明確超258GW以上光伏等可再生能源新增裝機目標。
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