华银电力涨停领涨电力板块，7月高温预期推动夏季用电概念升温

Group 1 - The electricity sector experienced a strong rebound on July 1, with Huayin Power hitting the daily limit and Huadian Liaoning Energy rising over 9% [1] - The overall strength of electricity stocks is driven by the expectation of approaching peak electricity demand due to higher than normal temperatures in most regions of the country in July [1] - Huayin Power, as a leading thermal power enterprise in Hunan Province, has over 70% of its installed capacity from thermal power and has diversified into wind and solar projects, achieving a dual-driven model of "thermal power + new energy" [1] Group 2 - Huayin Power has all 13 thermal power units operational and is implementing measures to ensure stable electricity supply, including optimizing generation plans and managing coal procurement channels [1] - The electricity sector's fundamentals are improving, with a significant downward trend in coal prices reducing cost pressures for thermal power companies, while the optimization of capacity pricing mechanisms enhances revenue expectations [1] - The hydropower and green energy sectors are also showing structural investment opportunities as clean energy continues to develop, benefiting related enterprises [2]