智通财经APP获悉，电力股早盘回暖，截至发稿，大唐发电(00991)涨4.55%，报2.02港元；华能国际(00902)涨4.03%，报4.96港元；华润电力(00836)涨2.75%，报19.46港元；华电国际(01071)涨2.16%，报4.25港元。
消息面上，国家统计局近期发布全国规模以上工业企业利润情况。数据显示，1-5月电企利润同比增长5.7%。中信建投认为，电力业务利润贡献同比增长，主要得益于动力煤市场价格持续下行，带动火电营业成本改善。收入端方面，1-5月份，电力行业实现营业收入39568.5亿元，同比下降0.5%，该行认为主要系上网电价同比下降叠加用电量增速有所放缓的影响。
此外，江苏省发布2025年7月电力市场集中竞价结果，本次交易成交电量合计92.12亿千瓦时，成交均价为395.6元/兆瓦时，环比6月增加82.8元/兆瓦时。中信建投认为6月交易电价较低主要受偶发事件影响，7月交易电价回升体现江苏电力市场供需情况。目前动力煤价格维持低位运行，电价存在下行压力，偶发事件或导致低交易电价波动，但整体电力供需结构仍可为电价提供一定支撑。
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