金吾财讯 | 中信证券研究称，9月全社会用电量同比增长1.2%至8,997亿kWh，增速环比回落0.5个百分点；二产用电增速降至1.7%，居民用电受台风等极端天气影响同比下滑6.0%，降幅持续扩大。供给端新增装机规模同比降幅收窄，电网侧投资增速回升至4.9%。来水偏枯致9月水电利用小时数同比下滑20.4%，火电出力受益实现环比改善。临近年末，沿海省份月度电价仍延续上涨并维持相对高位，释放了2027年电价有望改善的积极信号。
金吾财讯 | 中信证券研究称，9月全社会用电量同比增长1.2%至8,997亿kWh，增速环比回落0.5个百分点；二产用电增速降至1.7%，居民用电受台风等极端天气影响同比下滑6.0%，降幅持续扩大。供给端新增装机规模同比降幅收窄，电网侧投资增速回升至4.9%。来水偏枯致9月水电利用小时数同比下滑20.4%，火电出力受益实现环比改善。临近年末，沿海省份月度电价仍延续上涨并维持相对高位，释放了2027年电价有望改善的积极信号。
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