公用事业行业深度跟踪:高温来袭+负荷新高 会缺电么?

广发证券股份有...
Jul 09, 2025

关注:申能股份+华能国际电力股份+九丰能源+福能股份+长江电力高温来袭驱动用电负荷新高,火电等灵活性资源价值提升。根据国家能源局报道,7 月4 日全国最大电力负荷达到14.65 亿千瓦,比6 月底上升约2 亿千瓦,比去年同期增长接近1.5 亿千瓦,创历史新高,近期气温持续升高叠加电气化程度提升(多省市气温同比+1℃~2℃、江苏电网约90%增量负荷为空调制冷用电)。若以电力负荷备用率作为指标测算,...

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