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A股異動丨電力股掀漲停潮,多地高溫持續推高用電需求
格隆匯 07-07 13:31
多地高溫持續推高用電需求,A股市場電力股午後進一步上漲。其中,迪森股份漲超11%,韶能股份、華光環能、華銀電力、世茂能源、華電遼能、豫能控股、深南電A、新中港、華電能源10CM漲停,樂山電力、九洲集團、明星電力、金房能源漲超7%,建投能源、粵電力A、西昌電力漲超6%。消息面上,中國國家能源局數據顯示,中國上週五的最大電力負荷達14.65億千瓦,比6月底上升約2億千瓦,比去年同期增長接近1.5億千瓦。其中,華東電網負荷達4.22億千瓦,空調負荷佔比約37%。入夏以來,江蘇、山東、河南、安徽、湖北等省級電網負荷九次創新高。受持續高溫影響,預計本週電網負荷仍將維持高位。中國國網能源研究院預計,今年全國全社會用電量將比上年增長5%,夏季大部分地區氣溫較常年同期偏高,全國電力供需平衡偏緊。中國多地高溫也將持續。中國氣象局稱,在副熱帶高壓控制下,中國正經歷今年以來最強高溫過程,星期五進入本次過程的鼎盛時段。未來三天,黃淮、江淮、江漢、江南等地部分地區將有大範圍持續性高溫天氣,部分地區會出現37至39攝氏度高溫,局地最高氣溫將超過40攝氏度。

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