关注:申能股份+华电国际H+长江电力+建投能源+川投能源+福能股份? 3 月全社会用电增速有所改善,火电电量降幅收窄。根据发改委、能源局数据,3 月全社会用电量同比+4.8%,一二三产及城乡居民分别同比+9.9%、+3.8%、+8.4%、+5.0%,3 月二产增速低于工业增加值增速或系部分高耗能行业用电需求回落(1-2 月化工有色增长突出)。发电方面,3 月发电量同比+1.8%,其中火电同比-...
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