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廣州發展(600098.SH):預計夏季出現極端高温或西電減送的情況下出現電力供應緊張情況
格隆匯 06-25 17:07

格隆匯6月25日丨廣州發展(600098.SH)在投資者關係活動上表示,2024年一季度廣東省統調電量同比增長11.85%,增速較快,預計在氣候正常的情況下,全年增速在6%-8%之間,上半年同比增速略高8%;受2023年下半年基數較高因素影響,預計2024年下半年增速有所回落。根據目前廣東骨幹電源投產計劃及現貨運行情況,預計夏季出現極端高温或西電減送的情況下出現電力供應緊張情況,其餘時間供應平衡或相對寬鬆。

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