异动解读|华润电力盘中下跌3.03%,新能源子公司业绩承压叠加板块整体走弱

行情直击
Jun 16

6月16日,华润电力盘中下跌3.03%,报19.2港元/股,成交额1.85亿港元。

消息面上,公司旗下拟分拆上市的华润新能源近期发布业绩预告,一季度归母净利润同比下降31.07%,主要受上网电价及发电利用小时数回落、电价政策调整等多重因素影响,整体毛利率出现下降。大和此前发布研报维持"持有"评级,指出市场焦点已转向电价走势及盈利能见度。此外,南向资金连续减持该股,6月9日及10日分别减持825.6万股及102.6万股。板块方面,独立电力生产商行业整体承压,中广核新能源跌3.86%,华能国际电力股份跌3.39%,大唐发电跌3.05%,中国电力跌2.80%,中广核电力跌2.01%。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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