每經記(ji)者｜葉峰    每經編(bian)輯｜肖芮冬    ;

電(dian)(dian)(dian)力(li)股走強，國(guo)(guo)投電(dian)(dian)(dian)力(li)、中國(guo)(guo)廣核、浙能電(dian)(dian)(dian)力(li)、華(hua)電(dian)(dian)(dian)國(guo)(guo)際(ji)漲(zhang)(zhang)超3%，國(guo)(guo)電(dian)(dian)(dian)電(dian)(dian)(dian)力(li)漲(zhang)(zhang)超2%。

受盤面影響，跟蹤中證(zheng)全指(zhi)電力與電網指(zhi)數(shu)的ETF漲逾1%。

有(you)券(quan)商表示，在(zai)新能(neng)源(yuan)快速發展、能(neng)源(yuan)結構向(xiang)綠(lv)色(se)低碳轉型的(de)關鍵時期，火電(dian)(dian)(dian)仍舊發揮著電(dian)(dian)(dian)力保供“壓艙石”的(de)重要作(zuo)用。2023年以來(lai)，火電(dian)(dian)(dian)企業業績逐個季度環比持續修復，行業基(ji)本面向(xiang)好得到進一步驗證。未來(lai)在(zai)高上浮電(dian)(dian)(dian)價+容量電(dian)(dian)(dian)價的(de)背景下，業績有(you)望持續向(xiang)好。