Group 1 - The national maximum electricity load reached 1.465 billion kilowatts on July 4, an increase of approximately 200 million kilowatts from the end of June and nearly 150 million kilowatts year-on-year, setting a historical record [1] - The East China power grid load reached 422 million kilowatts, with air conditioning load accounting for about 37% [1] - Several provinces, including Jiangsu, Shandong, Henan, Anhui, and Hubei, have seen their power grid loads hit new highs nine times since the beginning of summer [1] Group 2 - Q2 performance is expected to exceed expectations, driven by low coal prices and improved profitability from market-oriented transactions in thermal power [2] - Hydropower generation in Q2 is expected to show significant growth due to water storage advantages, outperforming industry levels [2] - The transition of electricity demand from secondary to tertiary industries, the shift towards cleaner energy, and the move towards spot trading in electricity reform are key trends impacting the sector [2] Group 3 - Related Hong Kong stocks in the power sector include Huadian International (01071), Huaneng International (00902), China Power International Development (02380), China Resources Power (00836), Datang International Power Generation (00991), and CGN Power (01816) [3] Group 4 - Key companies in the power equipment sector include Dongfang Electric (01072), Shanghai Electric (02727), and Harbin Electric (01133) [4]
全国用电负荷超14亿千瓦创历史新高 机构看好电力板块业绩超预期（附概念股）
Zhi Tong Cai Jing·2025-07-06 23:59