智通财经APP获悉，电力股集体走低，龙源电力(00916)跌4.47%，报5.77港元；华能国际(00902)跌2.97%，报6.86港元；华润电力(00836)跌2.58%，报19.29港元；华电国际(01071)d跌2.25%，报4.35港元。
消息面上， 赤道中东太平洋已于今年5月进入厄尔尼诺状态，财通证券指出，持续的极端高温伏旱将推动迎峰度夏期间居民及工业制冷用电负荷维持较高增速，拉大区域电网的峰谷差。在供给偏紧的预期下，当前走高的煤炭价格叠加夏季用电高峰期，或将进一步推高电力现货市场的交易价格，火电企业阶段性的顶峰保供压力与成本控制挑战将持续上升。
此外，降水波动将使不同流域来水呈现分化，尽管部分省市及长江中游来水或将偏枯，但长江下游和珠江流域偏丰。自二季度起，西南地区大中型水电站蓄能指标及高含金量来水有望明显好转。这进一步强化了水电板块“量价齐升”的业绩确定性，并与火电顶峰保供能力形成良好共振。
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