华电能源涨5.22% 燃料成本上行削弱盈利预期

智选洞察2025-07-14

07月14日，华电能源股价大幅上涨，最新价为2.82元/股，涨幅达5.22%。资金面波动与成本博弈共振华电能源近期净流出与资金面波动紧密相关。截至7月11日，该股连续两日主力资金累计净流出2669.1万元，反映机构对短期估值分歧加剧。燃料成本变动成为核心扰动因素，秦港Q5500动力煤价7月11日报624元/吨，周环比上涨8元，削弱了此前煤价下行带来的盈利改善预期。市场风格切换进一步放大波动，...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2551220169?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-07-14 09:35","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2551220169","market":"sh","top_or_hot":-1,"title":"华电能源涨5.22% 燃料成本上行削弱盈利预期","media":"智选洞察","content":"<div>\n<p>07月14日，华电能源股价大幅上涨，最新价为2.82元/股，涨幅达5.22%。资金面波动与成本博弈共振华电能源近期净流出与资金面波动紧密相关。截至7月11日，该股连续两日主力资金累计净流出2669.1万元，反映机构对短期估值分歧加剧。燃料成本变动成为核心扰动因素，秦港Q5500动力煤价7月11日报624元/吨，周环比上涨8元，削弱了此前煤价下行带来的盈利改善预期。市场风格切换进一步放大波动，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250714093734a448a3d3&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>华电能源涨5.22% 燃料成本上行削弱盈利预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n华电能源涨5.22% 燃料成本上行削弱盈利预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-14 09:35 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250714093734a448a3d3&s=b><strong>智选洞察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>07月14日，华电能源股价大幅上涨，最新价为2.82元/股，涨幅达5.22%。资金面波动与成本博弈共振华电能源近期净流出与资金面波动紧密相关。截至7月11日，该股连续两日主力资金累计净流出2669.1万元，反映机构对短期估值分歧加剧。燃料成本变动成为核心扰动因素，秦港Q5500动力煤价7月11日报624元/吨，周环比上涨8元，削弱了此前煤价下行带来的盈利改善预期。市场风格切换进一步放大波动，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250714093734a448a3d3&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK0179","symbol_name":"煤电重组","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250714093734a448a3d3&s=b","article_id":"2551220169","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250714093734a448a3d3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2551220169","pubTimestamp":1752456944,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"07月14日，华电能源股价大幅上涨，最新价为2.82元/股，涨幅达5.22%。资金面波动与成本博弈共振华电能源近期净流出与资金面波动紧密相关。燃料成本变动成为核心扰动因素，秦港Q5500动力煤价7月11日报624元/吨，周环比上涨8元，削弱了此前煤价下行带来的盈利改善预期。能源转型与财务结构角力长期来看，华电能源面临能源转型机遇与财务压力的双重平衡。中信证券指出，公司煤炭销售占比近40%的业务结构，使燃料价格波动仍是利润关键变量。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"600726":"华电能源","BK0179":"煤电重组","BK0271":"能源供应","BK0082":"国资改革","BK0010":"央企"},"translate_title":"Huadian Energy rose 5.22%, rising fuel costs weakened profit expectations","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600726":1},"content_text":"07月14日，华电能源股价大幅上涨，最新价为2.82元/股，涨幅达5.22%。资金面波动与成本博弈共振华电能源近期净流出与资金面波动紧密相关。截至7月11日，该股连续两日主力资金累计净流出2669.1万元，反映机构对短期估值分歧加剧。燃料成本变动成为核心扰动因素，秦港Q5500动力煤价7月11日报624元/吨，周环比上涨8元，削弱了此前煤价下行带来的盈利改善预期。市场风格切换进一步放大波动，公用事业板块近5日上涨1.10%，低估值属性吸引资金腾挪，但该股动态市盈率101.27倍显著高于行业中枢，引发部分获利盘兑现。能源转型与财务结构角力长期来看，华电能源面临能源转型机遇与财务压力的双重平衡。2025年一季度归属净利润同比增长12.94%至4.77亿元，长三角区域发电量增长形成支撑，新能源装机倍增计划被长江证券列为转型关键。中金公司6月研报给予2.8元目标价，但78%的资产负债率制约估值弹性。中信证券指出，公司煤炭销售占比近40%的业务结构，使燃料价格波动仍是利润关键变量。当前股价已部分反映转型预期，后续需观察电价市场化改革进程及煤电联动机制完善情况，预计将维持震荡格局，波动率或高于行业均值。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2551220169","isCrawlerRequest":true}