秦皇島煤價按周挫近一成 中資電力及煤炭股榮辱互見 華電(01071.HK)急漲11%創逾七年高
美銀證券指,秦皇島煤價按周急降近一成,反映市場需求低迷及供應充足。
本港三大煤炭股今天沽壓遠超大市及跑輸其A股,尤其是兗礦能源(01171.HK)六連挫,最低見22元,創逾兩個月低,現報22.4元,續挫8.2%;中煤(01898.HK)三連跌,今天股價一舉失守百天線及50天線(6.37元及6.46元),最低見6.25元,現報6.33元,續跌5%;藍籌神華(01088.HK)三連跌兼失守50天線(25.9元),最低見25.6元,現報26.1元,續跌2.8%。
相反,中資電力股全面受捧,尤其是華電(01071.HK)三連升兼破頂,最高見4.35元,創逾七年高,現報4.28元,急漲11%,成交急增至8,161萬股;華電A(600027.SH)漲停報7.12元人民幣。
華能(00902.HK)三連升兼再創52周高,最高見5.28元,創逾16個月高,現報5.17元,續升7.7%;華能A(600011.SH)升6%曾高見10.45元人民幣。
大唐發電(00991.HK)兩連升,最高見1.7元,現報1.66元,續升8.5%;大唐發電A(601991.SH)A股升5.1%曾高見3.72元人民幣。
中國電力(02380.HK)及華潤電力(00836.HK)均升破20天線(3.11元及17.98元),最高見3.22元及18.7元,現報3.12元及18.46元,回升2.6%及4.9%。龍源電力(00916.HK)升1.5%曾高見8.98元。
國家發改委就《電力需求側管理辦法(徵求意見稿)》和《電力負荷管理辦法(徵求意見稿)》上周向社會公開徵求意見,新增需求響應的工作內容。
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