金吾财讯 | 电力股强势，中广核电力(01816)涨5.24%，北京能源国际(00686)涨4.76%，华电国际电力股份(01071)涨4.62%，华能国际电力股份(00902)涨3.76%，华润电力(00836)涨3.54%，大唐发电(00991)涨2.17%。消息面上，国家能源局发布1-8月份全国电力工业统计数据。截至8月底，全国累计发电装机容量约31.3亿千瓦，同比增长14.0%。其中，太阳能发电装机容量约7.5亿千瓦，同比增长48.8%；风电装机容量约4.7亿千瓦，同比增长19.9%。1-8月份，全国发电设备累计平均利用2328小时，比上年同期减少103小时。1-8月份，全国主要发电企业电源工程完成投资4976亿元，同比增长5.1%。电网工程完成投资3330亿元，同比增长23.1%。国金证券表示，对于电力设备，重申国内海外超预期机遇。近期市场已打消对业绩担忧，板块迎来近1个月逆势上涨，展望9-12：出海方面，电力变压器、高压开关、智能电表23年签订的订单有望进入集中交付阶段；国内方面，特高压及输变电项目迎来密集招标，直流项目陆续交付，网外新能源+工业需求亦有改善空间。风电方面，随着国内海风项目向深远海推进，海缆等设备价值量及项目门槛有望进一步提升。
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