电价超市场预期！电力股多日连涨，中国电力涨超13%，股价四日累升逾35%
1月3日消息，电力股连续多日上涨，今日涨势继续。$中国电力(02380.HK)$涨超13%，$华润电力(00836.HK)$涨超5%，$华能国际电力股份(00902.HK)$涨近8%，$华电国际电力股份(01071.HK)$、$大唐发电(00991.HK)$涨近4%。
消息面上，上周广东电力交易中心通报2023年度电力交易显示，2023年双边协商交易成交电量2426.50亿千瓦时，成交均价553.88厘/千瓦时，相较广东燃煤发电上网电价基准价463厘/千瓦时上涨19.63%。
国海证券表示，此次广东年度电力交易中溢价触及顶格，超出市场预期，电价上涨背景下高企的燃煤成本有望得到一定疏导，预计后续各地火电价格将普遍上浮，为火电企业纾困。 另外，此前广东省发布《关于2023年电力市场交易有关事项的通知》，首次提出适时启动一次能源价格传导机制：当综合煤价高于一定值时，按照一定比例对年度或月度等电量进行补偿，相关费用全部由工商业用户分摊。
国海证券认为，价格机制是疏导火电企业成本、提升火电发电意愿、促进电力保供的重要举措，十四五期间电力供需整体偏紧，广东年度长协接近顶格上浮反映了火电的经营成本和在电力系统中的重要保供价值，或将奠定全国范围内电价的上浮趋势；煤电联动的补偿机制保障了后续煤电企业的经营和出力，火电资产的重要性凸显，盈利有望得到改善。 还值得注意的是，12月30日召开的2023年全国能源工作会议，再度强调全力提升能源生产供应保障能力，加快全国统一电力市场体系建设。
个股消息面上，中国电力发布公告，2022年12月31日，南宁新能源(公司一家间接全资拥有附属公司)与广西海外订立股权转让协议，据此南宁新能源同意收购及广西海外同意出售金紫山风电79.67%的股权，代价人民币5.466亿元。收购事项将使集团于金紫山风电的股权增加至94.89%，而其控股权将由南宁新能源直接持有。收购事项将使集团的风电装机容量增加579兆瓦，亦增加其清洁能源组合占总合并装机容量的比例约0.9个百分点。值得注意的是，中国电力已四个交易日连续上涨，股价累涨逾35%。
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