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電力ETF南方(560580)升超1.8%,長江電力再創歷史新高
格隆匯 07-08 13:57
A股今日震盪調整,電力板塊逆勢上升,中國廣核、中國核電升超4%,長江電力升超2%,再創歷史新高,電力ETF南方(560580)升超1.8%,電力ETF南方(560580)年內升幅22%。電力股上升,消息面上,6月,我國最高氣温≥35°C的平均高温日共有2.6天,比常年同期偏多0.9天。根據國家能源局,今年迎峯度夏全國用電負荷將快速增長,最高負荷預計同比增長超過1億千瓦,極端情況下會增加到1.3億千瓦。隨着電力需求旺盛板塊受益於成本端下行和需求上行,盈利能力有望穩步提升。此外,電力改革有望助推行業優勢持續。7月,隨着《電力市場運行基本規則》等一批電力市場新政正式開始實施,我國電力市場建設取得明顯進展,多層次統一電力市場體系基本確立,市場資源優化配置決定性作用逐步顯現,交易機構獨立規範運行取得突破性進展。需求旺盛、政策推動、疊加盈利能力穩定,催化電力板塊持續向好。展望後市,業內人士建議關注電力ETF南方(560580)。
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