金吾财讯 | 国证国际表示，国家能源局公布2025年6月全社会用电量数据。6月全社会用电量同比增5.4%，增速环比提升1个百分点；上半年全社会用电量累计增3.7%，持续回升。根据国家统计局数据，6月规上工业发电量同增1.7%，增速持续回升。该机构认为6月社会用电量增速明显回升，电力需求累计增速持续回升。目前港股电力运营商板块整体估值低，业绩增速快于行业增速，多个股票的股息率超过或接近6%；煤炭价格走低，对火电盈利有支撑。该机构建议投资者关注低估值、高股息、业绩增速较快的优质电力运营商如华润电力(00836)及中国电力(02380)。
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