华电国际电力股份(01071)今日盘中大涨5.41%,引起市场广泛关注。分析人士认为,这主要受两大因素驱动。
首先,近期南向资金持续加码港股电力股,资金流入加速。数据显示,南向资金流入港股电力股步伐明显加快,反映出市场对电力行业的乐观预期得到修复。在煤价持续回调的背景下,电力板块的盈利前景受到市场重新认识。
其次,政策红利持续释放利好电力板块发展。随着政府近期密集出台鼓励新能源电价、优化电力体制机制等政策文件,这将为电力行业注入新的长期发展动力,对企业如华电国际电力股份等的长期盈利能力形成有力支撑。
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