金吾财讯 | 港股电力设备股集体走低，截止发稿，威胜控股（03393）跌9.91%，潍柴动力（02338）跌7.68%，哈尔滨电气（01133）跌5.51%，金风科技（02208）跌4.53%，东方电气（01072）跌4.02%，福莱特玻璃（06865）跌3.01%，亿华通（02402）跌2.80%，天能动力（00819）跌2.26%。消息面上，日前国元国际证券发布研报称，国家能源局发布1-6月电力数据显示，电力结构转型加速，但利用小时数降幅扩大，消纳矛盾日益凸显。截至6月底，全国累计发电装机容量40.4亿千瓦，同比增长10.8%，其中风电装机增速达18.5%，居所有电源品种之首。然而，装机高增与用电需求增速的剪刀差持续走阔，导致1-6月全国发电设备累计平均利用小时同比下降113小时，较1-5月降幅进一步扩大，整体设备利用率被稀释。
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