智通财经APP获悉，电力股午后涨幅扩大，截至发稿，大唐发电(00991)涨4.24%，报2.46港元；龙源电力(00916)涨3.97%，报5.5港元；中国电力(02380)涨3.28%，报2.83港元；华能国际(00902)涨3.28%，报5.98港元。
消息面上，7月14日，全国用电负荷再攀新高达到15.51亿千瓦，华中地区以及冀南、四川、湖北、湖南等多个省级电网用电负荷突破历史峰值。国家发改委研判，今夏全国最高用电负荷将达到16亿千瓦左右，较去年增加9000万千瓦左右。中电联则预计，2026年全社会用电量同比增长5%-6%。
国元国际表示，7-8月仍是传统迎峰度夏关键阶段，若后续高温天气持续，居民制冷负荷和商业负荷仍有望回升；同时，工业生产、充换电、数据中心等负荷的高景气仍将提供底部支撑。电力板块景气判断仍应立足于“总量平稳、结构升级”的主线。
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