金吾财讯 | 华电国际电力股份(01071)早盘发力走高，随后维持，截至发稿，报3.69港元，涨3.07%，成交额5336.13万港元。天风证券发布研报称，在当前时点展望25年煤电盈利能力，市场的预期差主要在于煤价和月度电价。截至12月17日，秦皇岛港动力末煤平仓价Q5500已降至780元/吨，目前中下游煤炭供给和库存保障仍较为充足，短期煤价走势或仍将偏弱，火电板块的机会或在于交易煤炭价格超预期下跌。
金吾财讯 | 华电国际电力股份(01071)早盘发力走高，随后维持，截至发稿，报3.69港元，涨3.07%，成交额5336.13万港元。天风证券发布研报称，在当前时点展望25年煤电盈利能力，市场的预期差主要在于煤价和月度电价。截至12月17日，秦皇岛港动力末煤平仓价Q5500已降至780元/吨，目前中下游煤炭供给和库存保障仍较为充足，短期煤价走势或仍将偏弱，火电板块的机会或在于交易煤炭价格超预期下跌。
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