電價超市場預期！電力股多日連漲，中國電力漲超13%，股價四日累升逾35%
1月3日消息，電力股連續多日上漲，今日漲勢繼續。$中國電力(02380.HK)$漲超13%，$華潤電力(00836.HK)$漲超5%，$華能國際電力股份(00902.HK)$漲近8%，$華電國際電力股份(01071.HK)$、$大唐發電(00991.HK)$漲近4%。
消息面上，上週廣東電力交易中心通報2023年度電力交易顯示，2023年雙邊協商交易成交電量2426.50億千瓦時，成交均價553.88釐/千瓦時，相較廣東燃煤發電上網電價基準價463釐/千瓦時上漲19.63%。
國海證券表示，此次廣東年度電力交易中溢價觸及頂格，超出市場預期，電價上漲背景下高企的燃煤成本有望得到一定疏導，預計後續各地火電價格將普遍上浮，爲火電企業紓困。 另外，此前廣東省發佈《關於2023年電力市場交易有關事項的通知》，首次提出適時啓動一次能源價格傳導機制：當綜合煤價高於一定值時，按照一定比例對年度或月度等電量進行補償，相關費用全部由工商業用戶分攤。
國海證券認爲，價格機制是疏導火電企業成本、提升火電發電意願、促進電力保供的重要舉措，十四五期間電力供需整體偏緊，廣東年度長協接近頂格上浮反映了火電的經營成本和在電力系統中的重要保供價值，或將奠定全國範圍內電價的上浮趨勢；煤電聯動的補償機制保障了後續煤電企業的經營和出力，火電資產的重要性凸顯，盈利有望得到改善。 還值得注意的是，12月30日召開的2023年全國能源工作會議，再度強調全力提升能源生產供應保障能力，加快全國統一電力市場體系建設。
個股消息面上，中國電力發佈公告，2022年12月31日，南寧新能源(公司一家間接全資擁有附屬公司)與廣西海外訂立股權轉讓協議，據此南寧新能源同意收購及廣西海外同意出售金紫山風電79.67%的股權，代價人民幣5.466億元。收購事項將使集團於金紫山風電的股權增加至94.89%，而其控股權將由南寧新能源直接持有。收購事項將使集團的風電裝機容量增加579兆瓦，亦增加其清潔能源組合佔總合併裝機容量的比例約0.9個百分點。值得注意的是，中國電力已四個交易日連續上漲，股價累漲逾35%。
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