智通财经APP获悉，电力股今日普涨，截至发稿，中国电力(02380)涨7.78%，报3.74港元；金风科技(02208)涨7.33%，报6.59港元；龙源电力(00916)涨6.35%，报7.03港元；华润电力(00836)涨6.24%，报21.1港元；华能国际(00902)涨3.3%，报4.69港元。
广发证券指出，复盘历史多轮大盘速涨，结论来看，除2014-2015年外显著跑赢外，电力整体指数通常大幅度跑输。但是细分来看，风电、光伏板块又相较电力指数有明显超额。短期视角来看，风电、光伏的PB分别处于2016年中至今的9%、7%分位，我们认为具备向上弹性，尤其是港股；关注进入10月的三季报业绩期，如发电量同环比均有改善的水电、火电，预计业绩较为突出；关注电价签订和辅助服务细则落地下的火电，尤其板块7月以来已大幅调整近10%，超跌幅度较为明显，当前仅略超1倍PB。更长期的视角，板块公用事业化进程仍将演绎。
山西证券表示，短期来看，上游燃料价格大幅反弹可能性较弱，利好火电板块成本端；8月水电对火电电量挤占影响削弱，预计后续火电电量持续向好；长期来看，煤电容量电价机制逐步推进，通过容量电价回收固定成本的比例逐步提升，两部制电价将持续支撑火电企业稳定盈利能力及分红能力；新型电力系统建设下火电辅助服务收入有望提升；火电标的商业模式改善下的新价值点仍有待市场挖掘。
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