异动解读|华润电力盘中上涨3.29%,用电负荷连创新高叠加厄尔尼诺预期持续催热电力板块

行情直击
Jun 01

6月1日,华润电力盘中上涨3.29%,报22.08港元/股,成交额2.47亿港元。同业中,华电国际电力股份涨7.32%、华能国际电力股份涨3.71%,电力板块整体走强。

消息面上,南方电网电力负荷近期连续创出历史新高,最高达2.725亿千瓦,较往年提前近一个月突破峰值,打破近五年年度峰值集中在六、七月的季节性规律。叠加国家权威气象机构研判可能发生较强厄尔尼诺现象,华东、华中及华南地区阶段性高温热浪预测下,空调制冷负荷集中释放有望大幅推升用电需求。此外,江苏及广东电力交易均价已呈现迎峰度夏前供需偏强特征。

华润电力主要从事火力发电、可再生能源及煤矿开采业务,业务主要在中国开展。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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