2024年9月23日,华能国际电力股份(00902)早盘表现出色,股价一度大涨5.16%,引发市场广泛关注。公开资料显示,这与近期电力行业利好数据和乐观前景预期息息相关。
国家能源局最新发布的1-8月份全国电力工业统计数据显示,截至8月底,全国累计发电装机容量大幅增长至31.3亿千瓦,同比涨幅高达14%。随着可再生能源快速发展,太阳能和风电等新能源装机容量均实现了较高增速。与此同时,全国主要发电企业电源和电网工程完成投资额也呈现不同程度的增长,分别同比增长5.1%和23.1%。
多家券商分析师认为,在电力行业需求确定性高增且未来景气周期将持续的有利条件下,电力股将持续处于景气周期。国信证券等机构预计,电力设备行业特高压方向供给增速持续偏低,这将推动该板块业绩和订单共振。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.