港股异动 | 电力股集体走高，10月江苏、广东电价大涨，机构指电价企稳抬升信号加强

智通财经11:26

智通财经APP获悉，电力股集体走高，截至发稿，华能国际电力股份(00902)涨4.18%；华润电力(00836)涨3.11%，；华电国际电力股份(01071)$(01071)涨3.27%。

消息面上，江苏、广东10月月协电价结果公布。江苏10月集中交易加权均价达395.32元/兆瓦时，环比上涨50.8元/兆瓦时，同比上涨54.6元/兆瓦时；广东月度综合交易均价达456.78元/兆瓦时，环比上涨53.5元/兆瓦时，同比上涨84.4元/兆瓦时。国盛证券指出，江苏、广东10月电价同环比均上涨，电价企稳抬升信号加强，继续关注年底2027年度长协电价谈判市场预期变化情况。

东方证券则表示，月度交易价格持续高于年度合同价，叠加近期现货端的边际支撑，市场实质上已形成更高的定价锚；若四季度价格延续当前水平，我们对2027年年度长协电价中枢回升保持较强信心，但最终涨幅仍取决于煤价走势及市场主体签约博弈结果。

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