中(zhong)證網訊(記者(zhe) 倪偉)8月7日,港股市場(chang)電(dian)力板(ban)塊持續拉升,個股普漲(zhang)。截至下午2:20,京能清(qing)潔能源(yuan)漲(zhang)3.91%,華電(dian)國際(ji)電(dian)力股份漲(zhang)3.40%,中(zhong)廣核電(dian)力漲(zhang)3.43%,中(zhong)電(dian)控股漲(zhang)2.48%,上海電(dian)氣(qi)、大(da)唐發電(dian)等股紛(fen)紛(fen)跟漲(zhang)。
國金證券發(fa)布研(yan)報指出,下(xia)半年(nian)(nian)用(yong)(yong)(yong)電(dian)增(zeng)速(su)(su)形勢好(hao)轉,所有(you)部門與多個區域(yu)增(zeng)速(su)(su)好(hao)于上半年(nian)(nian)。通(tong)過分(fen)行業和(he)分(fen)區域(yu)用(yong)(yong)(yong)半年(nian)(nian)度比例系數(shu)法進行預測,得出2019年(nian)(nian)全年(nian)(nian)用(yong)(yong)(yong)電(dian)量(liang)增(zeng)速(su)(su)為5.1%-5.3%,預計今年(nian)(nian)下(xia)半年(nian)(nian)用(yong)(yong)(yong)電(dian)量(liang)同比增(zeng)速(su)(su)為5.2%-5.6%。四大重點(dian)省(sheng)份(fen)中,山(shan)東(dong)(dong)、廣東(dong)(dong)下(xia)半年(nian)(nian)將發(fa)力引(yin)領(ling)全國用(yong)(yong)(yong)電(dian)量(liang),預計二(er)者(zhe)增(zeng)速(su)(su)將分(fen)別達6.0%、5.5%。
市場分析(xi)人(ren)士表(biao)示(shi),三(san)季(ji)度進(jin)入用電(dian)(dian)高(gao)峰,最新數據(ju)顯(xian)示(shi)全國多(duo)地7月用電(dian)(dian)量創歷史新高(gao),且8月高(gao)溫天氣延續(xu),預期用電(dian)(dian)量仍保持高(gao)位。受此推動,電(dian)(dian)力(li)企業三(san)季(ji)度業績(ji)有望表(biao)現優(you)異。