华能国际电力股份（00902）今日盘中大涨8.79%，引起市场广泛关注。截至盘中，该股报6.54港元，成交额达2.94亿港元。
消息面上，华能国际发布的2025年前三季度业绩报告显示，公司实现营业收入1729.75亿元，同比减少6.19%；归属母公司净利润148.41亿元，同比增加42.52%。尤其值得注意的是，第三季度公司实现归属母公司净利润55.79亿元，同比大幅增长88.5%。业内分析认为，业绩增长主要得益于燃料成本降低和新能源业务扩张。
多家券商对华能国际的表现给予积极评价。国盛证券指出，作为全国电力龙头，华能国际优势突出，煤电利润持续改善，新能源转型成长空间广阔。招商证券则预期，在冬季来临的背景下，公司火电业务有望充分发挥保供作用，第四季度电量可能会有所修复。同时，全年煤价有望维持较低水平，加之两部制电价的实施稳定了盈利，煤电业绩有望延续高增长。此外，第三季度公司新增并网发电装机容量230.81万千瓦，预计将进一步推动业绩增长。
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