智通财经APP获悉，华电国际(01071)午后跌近4%，截至发稿，跌3.72%，报3.88港元，成交额1.03亿港元。
消息面上，华电国际公布，今年前三季累计完成发电量1.68亿兆瓦时，较上年同期下降约2.46%；完成上网电量1.58亿兆瓦时，较上年同期下降约2.46%。公司指，今年首三季发电量及上网电量下降的主要原因是水电发电量增长挤占公司煤电机组上网电量空间，期内集团的平均上网电价约为每兆瓦时510.46元人民币，较上年同期下降约1.46%。
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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