华润电力今日盘中大涨5.02%，成为市场关注的焦点，电力板块整体表现强势。
消息面上，近期南方电网电力负荷连续刷新历史最高纪录，其中广东电网负荷年内首次突破1.66亿千瓦，夏季用电高峰较往年显著提前，打破了季节性规律，市场对电力需求增长预期上调。此外，国家权威气象机构研判今年可能出现较强厄尔尼诺现象，华东、华中及华南地区面临阶段性高温热浪预测，空调制冷负荷的集中释放预计将大幅推升整体用电需求。
政策层面，国家发展改革委近期召开了2026年全国迎峰度夏能源保供视频会议，强调能源供应能力持续增强，为夏季保供打下坚实基础，稳定了市场信心。同时，国内绿电利好政策密集落地，算电协同等新商业模式持续催化，为包括华润电力在内的火电板块带来了阶段性投资机会。光大证券分析指出，最高负荷超预期提升有望提高火电利用小时数，板块迎来阶段性机会。
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