金吾财讯 | 电力股板块走强，北京能源国际（00686）涨8.59%，中广核电力（01816）涨3.33%，华能国际电力股份（00902）涨3.08%，华润电力（00836）涨2.10%，中广核新能源（01811）涨1.49%，京能清洁能源（00579）涨1.32%。消息面上，新型电网加快建设，“六张网”中的电网正加速升级，多地特高压工程进入投运冲刺或关键施工节点。电网设备产业逻辑正从规划预期走向订单兑现，“十五五”时期我国将投入超5万亿元建设新型电网，国家电网固定资产投资规划约4万亿元、较“十四五”增长约40%，2026年上半年国内电网投资同比增长13.5%。平安证券发布研报指，维持电网设备行业“强于大市”评级。报告认为，算力中心用电持续较快增长叠加新能源大规模接入，电力系统面临的负荷增长和源荷空间错配问题进一步突出，电网在跨区域电力配置和负荷承载方面的重要性有望提升。
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