(以下内容从华福证券《公用事业行业第30周:三产强韧居民用电亮眼,节能&碳排放审查趋严,环卫车大盘复苏与电动化趋势共振》研报附件原文摘录)投资要点:三产需求强韧延续快速增长,高温拉动居民用电表现亮眼:6月份,全社会用电量8670亿千瓦时,同比增长5.4%,较5月份同比增速增长1.0pct,较上年同期下降0.4pct,2022-2025年三年CAGR为5.2%。一产、二产用电同比分别增长4.9%、...
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