智通财经APP获悉，电力股今日普跌，截至发稿，华电国际(01071)跌4.26%，报4.04港元；华润电力(00836)跌2.43%，报20.05港元；华能国际(00902)跌1.35%，报4.38港元。
华源证券指出，今年三季度煤电板块综合入炉煤价较去年小幅上涨，叠加今年煤电上网电价较去年有所回落，预计今年三季度煤电公司点火价差收窄，对业绩产生拖累。我们分析以华能国际、华电国际等为代表的全国性龙头，三季度业绩下滑较大，但是煤电板块前三季度业绩整体实现正增长。
长江证券则表示，整体判断而言，火电今年三季度业绩同比仍有望保持增长，增速或将相对较窄。虽然去年同期煤价偏低，今年三季度成本端同比难有正贡献。2024年大多数地区年度交易电价同比下滑，电网月度代理购电价格也呈现相同的变化；7月份火电电量同比下滑的拖累较为明显，虽然8月以来火电表现有所修复、三季度整体有望同比增长，但对火电盈利的正贡献有限。
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