金吾财讯 | 港股电力股整体走软，截至发稿，伟能集团(01608)跌9.09%，哈尔滨电气(01133)跌4.17%，港灯-SS(02638)跌1.97%，中广核电力(01816)跌1.89%，四川能投发展(01713)跌1.41%，长江基建集团(01038)跌1.36%，电能实业(00006)跌1.28%。消息面上，华泰证券表示，近日，高温天气促使南方区域最大负荷连续四日创新高，且最大负荷较往年提前近1月创新高，对电力板块市场行情形成催化。该机构认为煤电在利用小时数和现货/月度电价层面有望直接受益于最大负荷连创新高，市场或担忧用电负荷攀升带动煤价上涨，但煤价上涨也是市场化电价上涨的重要支撑，电价可以逐步传导成本压力。重申观点：电力股还在基本面的左侧，电价反弹具备持续性，“高温天气”最直接催化火电行情；清洁能源或更受益于一次能源价格带动的电价上涨。
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