智通财经APP获悉，电力股今日普涨，截至发稿，大唐发电(00991)涨6.37%，报2.17港元；华润电力(00836)涨2.28%，报19.76港元；华电国际(01071)涨1.66%，报4.29港元；华能国际(00902)涨1.45%，报4.89港元。
长江证券指出，火电业绩展望积极。综合电价、煤价、电量三个维度，虽然同比来看火电利用小时数以及电价均有所回落，但煤炭价格的显著回落或仍将使得火电经营维持稳定，而且尤其北方电厂及华东部分省份火电电厂电价降幅相对更小，且华中及华东部分省份利用小时相对坚挺，预计火电经营业绩仍将维持同比改善。
海通国际指出，高股息回归强势。电价煤价都有上涨可能，但我们认为煤机电价上涨空间会大于煤价。今年下半年或将终结“过去两年下半年电力板块往往下跌”的现象。火电在电价市场化推进，盈利向上，分红强化的趋势下，应抓住市场调整的机会，长期看好。
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