內地電價上下浮動上調至兩成 火電股彈 新能源發電股續捱沽
國務院上週五(8日)容許在居民、農業、公益性事業用電價格穩定前提下,將市場交易電價上下浮動範圍由分別不超過10%及15%,上調至均不超過20%,而高耗能行業可由市場交易形成價格,不受上浮20%限制。中資電力相關股繼上週五急挫後,今天榮辱互見,火電股反彈,尤其是華能(00902.HK)盤中曾高見4.23元,現報3.85元,回升3.5%;華電(01071.HK)高見3.27元,現報3.08元,回升2%;大唐發電(00991.HK)盤中曾高見1.5元,現報1.44元,回升1.4%,股價重上20天線(1.43元)。
相反,新能源發力股繼續捱沽,尤其是中廣核新能源(01811.HK)由紀錄高位連跌第三天,今早高見7.55元無以爲繼,掉頭失守20天線(6.63元),最低見6.25元,現報6.38元,續挫11%;龍源電力(00916.HK)表現最差,股價四連跌兼失守50天線(15.8元),最低見15.06元,現報15.06元,續挫8.5%。
新天綠色能源(00956.HK)繼上週五由收市紀錄高位回吐11%後,今天反覆失守20天線(6.96元),高低見7.37元/7.14元,現報6.5元,股價下挫9%。協合新能源(00182.HK)三連跌,今天高開報0.89元欠承接,掉頭失守20天線(0.85元),現報0.83元,續跌4.6%。
終止資產重組建議的中國電力(02380.HK)繼上週五回吐7.5%後,今天高開7.8%報3.99元欠承接,掉頭失守20天線(3.68元),最低見3.37元,現報3.55元,續跌4%。華潤電力(00836.HK)反覆續跌1.9%報19.04元。此外,三大電力設備股也反覆三連跌,東方電氣(01072.HK)及哈爾濱電氣(01133.HK)各報10.52元及3.11元,反覆續跌6.2%及5.8%。
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