龙源电力(00916)今日盘中大涨5.10%，引发了市场的广泛关注。
消息面上，近期南方电网、广东电网及深圳电网电力负荷连续创出历史新高，预示迎峰度夏期间用电需求强劲。同时，国家发改委研判今夏全国最高用电负荷将显著增加，而厄尔尼诺现象出现概率高，极端高温可能进一步放大用电峰值压力并影响水电出力，强化了电力保供逻辑。此外，国内绿电利好政策密集落地，AI算力中心持续建设带来刚性用电增量，“算电协同”模式的推进为龙源电力等新能源发电企业打开了长期成长空间。
在多重因素催化下，电力板块今日集体走强，资金持续流入。作为风电领域的龙头企业，龙源电力直接受益于行业基本面的积极变化与市场资金的轮动配置。
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