智通财经APP获悉，电力股多数走高，截至发稿，大唐发电(00991)涨6.37%，报2.84港元；华能国际(00902)涨5.6%，报6.22港元；华电国际(01071)涨5.3%，报4.77港元；中国电力(02380)涨3.1%，报3.33港元；华润电力(00836)涨2.17%，报19.31港元。
华泰证券指出，2026年1-2月火电发电量同比增速由降转增，煤价同环比下降。据国家统计局，2026年1-2月全国火电发电量同比增长3.3%，较2025年12月(同比减少1.0%)由降转增。考虑1个月库存，1Q26秦皇岛动力末煤平仓均价713元/吨(5500大卡)，同比下降6.2%，环比下降5.0%。综合2026年各地长协电价下行情况，该行认为部分火电公司1Q26归母净利或仍实现同比增长。
国泰海通证券研报则表示，算电协同概念下，行情从前期小市值绿电公司扩散到小市值火电公司，再到部分大市值火电公司。该行认为算电协同受益方向已经开始向调节电源渗透，全国性电厂、地方性火电公司龙头或都有阶段性投资机会。
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