电力板块走强 伟能集团(01608)涨20.00% 深圳电网电力负荷超过历史最高值

金吾财讯
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金吾财讯 | 电力板块走强,伟能集团(01608)涨20.00%,大唐发电(00991)涨6.48%,龙源电力(00916)涨4.17%,华能国际电力股份(00902)涨3.97%,华电国际电力股份(01071)涨3.34%,中国电力(02380)涨3.08%,华润电力(00836)涨2.66%,京能清洁能源(00579)涨2.36%,中广核新能源(01811)涨1.86%。

消息面上,昨日深圳电网电力负荷超过历史最高值,达2424.18万千瓦,较去年最高负荷(2401.12万千瓦)增加23万千瓦,增幅1%。本次负荷创新高较去年提前40天。据电力部门预测,今年深圳电网最高负荷或将达2620万千瓦,较去年最高负荷增长9.1%。

国家发展改革委组织召开2026年全国迎峰度夏能源保供视频会议。会议指出,近年来我国能源供应能力不断增强,为迎峰度夏能源安全保供打下坚实基础。截至4月底,全国发电装机容量达到39.9亿千瓦,较去年同期增加5亿千瓦。目前全国统调电厂存煤超过2亿吨,平均可用天数超过30天,处于较高水平。能源中长期合同实现高比例签订和高效履约,夯实保供稳价“基本盘”。预计今年迎峰度夏期间能源供需总体平衡,经济社会发展和民生用能用电总体有保障。

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