Zheng Quan Shi Bao Wang·2025-07-07 02:18Group 1 - The electricity sector has shown strong performance recently, with multiple companies hitting their daily price limits, driven by high temperatures and increased electricity demand during the summer peak [1] - As of July 4, the national maximum electricity load reached 1,465 million kilowatts, an increase of approximately 200 million kilowatts since the end of June, marking a historical high and a year-on-year growth of nearly 150 million kilowatts [1] - Regions such as Jiangsu, Anhui, Shandong, Henan, and Hubei have reported record high electricity loads, with Jiangsu's load surpassing 150 million kilowatts for the first time, primarily driven by air conditioning usage [1] Group 2 - Xiangcai Securities remains optimistic about the revaluation of electricity assets as the national unified electricity market construction accelerates, recommending focus on three main lines: hydropower targets with stable fundamentals, thermal power targets with improving performance under cost reductions, and leading companies with strong operational capabilities in the green electricity sector [2] - The forecast for the southern power grid indicates a peak electricity load of 270 million kilowatts during the summer peak period, reflecting a year-on-year increase of 6.1% [1]