智通财经APP获悉，电力股全线走高，截至发稿，龙源电力(00916)涨6%，报7.42港元；中国电力(02380)涨3.65%，报3.41港元；华能国际(00902)涨2.79%，报5.89港元；华润电力(00836)涨2.51%，报18.78港元。
消息面上，8月21日，国家能源局公布，7月份全社会用电量达到1.02万亿千瓦时，月度全社会用电量规模首次突破万亿千瓦时。东莞证券发布研报称，半年报显示，我国新能源快速发展挤占了火电的发电空间，多家火电公司营收同比下滑。在燃料价格下行背景下，火电公司积极降低燃料成本，华能国际、华电国际等实现归母净利润同比增长。今年动力煤平均价格同比下行，有助于火电公司盈利提升。
美银证券发布研报称，中资电力股上半年业绩大致符合该行预期。国盛证券发布研报称，2025年电力行业中报出炉，火电降收增利，水电稳中有升，绿电承压，电力板块整体业绩表现符合预期。展望后市，当下电价有望见底反弹，电量后市随需求修复，燃料成本持续下跌，区域分化将进一步凸显。
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