绿电股逆市走高 金风科技(02208)涨3.53% 机构指十四五收官之年能耗目标考核有望催化绿电需求

金吾财讯
Sep 04, 2025

金吾财讯 | 绿电股逆市走高,截至发稿,金风科技(02208)涨3.53%,福莱特玻璃(06865)涨3.02%,信义能源(03868)涨2.36%,中国电力(02380)涨0.93%,龙源电力(00916)涨0.74%。中国银河证券发研报指,7月用电量增速加快,单月用电量首破1万亿千瓦时。7月全社会用电量10226亿千瓦时,单月用电量创新高并首次突破1万亿千瓦时,同比增长8.6%,增速较6月加快3.2pct;其中一产/二产/三产/居民生活用电量分别为170/5936/2081/2039亿千瓦时,同比分别增长20.2%/4.7%/10.7%/18.0%,较6月变化分别+15.3pct/+1.5pct/+1.7pct/+7.2pct,7月三产、居民生活用电量延续高增长。在移动互联网、大数据、云计算等快速发展带动下,7月信息传输、软件和信息技术服务业用电量同比增长18.9%。7月全国多地出现多轮高温,全国平均气温创1961年以来历史同期新高,拉动当月城乡居民生活用电量同比增长18.0%。该机构表示,十四五收官之年能耗目标考核有望催化绿电需求,同时新能源可持续发展价格结算机制建立后行业未来的收益预期更为明朗,建议把握板块拐点性机会

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