金吾财讯 | 电力股板块局部走强，截至发稿，电能实业（00006）涨2.39%，华润电力（00836）涨2.05%，长江基建集团（01038）涨1.93%，中广核电力（01816）涨1.22%，中国电力（02380）涨0.96%，中电控股（00002）涨0.72%。消息面上，排排网财富研究总监刘有华表示：“电力板块表现活跃，主要受两大因素驱动。一是基本面预期改善。用电需求具备韧性，叠加AI算力带来的新增用电需求，市场预期电力供需格局收紧，电价修复空间打开，行业盈利拐点预期升温。二是低估值与防御属性。电力板块估值处于历史偏低位置，叠加火电、水电具备分红和现金流优势，在当前市场行情下具有一定防御吸引力。”
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