金吾财讯 | 绿电概念股逆市上扬，大唐新能源(01798)涨7.69%，金风科技(02208)涨6.19%，大唐发电(00991)涨5.51%，龙源电力(00916)涨2.44%，新奥能源(02688)涨1.57%，华电国际电力股份(01071)涨1.30%，中广核新能源(01811)涨1.03%。2026年政府工作报告首次将“算电协同”与超大规模智算集群并列纳入国家新基建战略，标志着算力与电力协同发展从规划走向实践。招商证券指出，稳定、清洁、低成本的绿电已成为AI产业发展的核心要素，当前绿电使用占比要求已明确至80%以上，绿证交易与绿电直联机制正加速打通新能源就地消纳堵点。华鑫证券表示，从产业角度看，“算电协同”将推动算力基础设施与电力基础设施同步扩张，投资机会主要体现在三条主线：绿电与新能源运营、电网与电力设备升级，以及IDC与算力基础设施扩建，相关产业链景气度有望持续提升。
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