智通财经APP获悉，电力股继续走高，截至发稿，华电国际(01071)涨7.32%，报4.85港元；华能国际(00902)涨3.44%，报7.52港元；华润电力(00836)涨3.1%，报21.92港元；中国电力(02380)涨2.15%，报3.8港元。
消息面上，5月25日-28日，经济持续向好与高温高湿天气共振驱动南方区域用电负荷连续四日创历史新高，最大负荷四天内快速攀升约3900万千瓦，达2.75亿千瓦，较去年最高值增加1858万千瓦、增幅7.24%；南方地区高温天气显著提前，多地较常年大幅提早20多天入夏。
长江证券指出，测算2026年供需紧张或超2022年水平。在一次能源价格上涨以及供需形势趋紧的共同影响下，电力现货价格先行释放强烈信号，尤其是沿海地区现货电价明显上涨，并进一步带动月度电价回暖。随着后续全国陆续进入度夏用电高峰期，且考虑厄尔尼诺气候下桑拿天或持续时间较长，将加速电价涨价周期，坚定看好电力板块新一轮量价双升周期机遇。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.