港股異動 | 電力股走強 中國電力升超6%領漲 迎峯度夏部分區域電力供應偏緊
格隆匯7月6日丨中國電力漲超6%表現最佳,華潤電力漲超3%,華能國際電力漲2.7%,大唐發電、華電國際電力跟漲。
中電聯預計,迎峯度夏、迎峯度冬期間部分區域電力供應偏緊,預計2022年全社會用電量增速在5%-6%之間。預計2025年我國全社會用電量為9.5萬億千萬時,“十四五”期間年均增速為4.8%。
另外,全國日產煤炭量再創新高,小摩報吿指出,中資電力股首選華潤電力,煤價下跌或為催化劑。

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