金吾财讯 | 海通国际发研报指,5月长源电力和龙源电力(00916)的发电数据均较前4月好转,参考电厂耗煤,电力需求是有好转,但近期南方梅雨开始,预计水电出力或增加,夏季的火电和煤炭需求仍需观察,总体看,煤价尤其期货或止跌企稳,电价尤其广东和江浙沪仍需看水电情况,下周水电或受益,可以关注。
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