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盤中異動 | 福萊特玻璃漲近14%領漲綠電概念股,機構指綠電盈利能力有望邊際改善

1月6日,綠電概念股集體走高,截至發稿,$福萊特玻璃(06865.HK)$漲近14%,$信義能源(03868.HK)$漲超9%,$大唐新能源(01798.HK)$$中廣核新能源(01811.HK)$漲超8%,$新特能源(01799.HK)$漲超7%,$華能國際電力股份(00902.HK)$漲超6%。

消息面上,近期,國家發改委、國家能源局發佈《關於推動電力交易機構開展綠色電力證書交易的通知》,積極穩妥擴大綠電和綠證交易範圍,更好體現可再生能源的環境價值,服務新型電力系統建設。

光大證券表示,此次《通知》將有效推進綠電市場化節奏,增厚綠電運營商盈利能力。民生證券則稱,隨着CCER重啓與綠證交易完善,綠電的電能與環境需求有望進一步提升,運營商收益有望持續改善。

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