夏炒電行情火熱？高溫“暴烤”電力股，最強龍頭年內翻近2倍！
市場熱點輪動，A股“夏季炒電”行情開啓。
週一，電力股集體走強。京運通3連板，豫能控股2連板，建投能源、廊坊發展、華電遼能、晉控電力等多股漲停。
整體來看，年內漲勢最爲兇猛的爲華銀電力，今年迄今累漲近195%；樂山電力累漲超155%，豫能控股累漲超62%。
從資金流向來看，目前電力板塊淨流入28.71億元，大幅居前。
“炎”值爆表
近來，全國大範圍內遭遇極端高溫天氣。
今天，中央氣象臺繼續發佈高溫黃色預警：預計當日全國多地將有35℃以上高溫天氣，陝西關中、河南中部、新疆吐魯番盆地等地局地可達40℃以上。
高溫“烤”驗之下，電力需求激增，電網負荷也屢創新高。
國家能源局最新數據顯示，入夏後全國最大電力負荷連續兩次創歷史新高，最高達14.67億千瓦，同比增長約1.5億千瓦。
其中，山東、江蘇等10個省級電網負荷累計22次刷新紀錄。
另據《中國電力行業年度發展報告2025》，綜合考慮我國當前階段的經濟增長潛力、國家宏觀調控政策措施，預計2025年全國全社會用電量同比增長5%~6%。
從行業角度看，電力企業半年度業績也在“爆”。其中：
華銀電力2025上半年淨利潤預增3600.70~4423.07%，廊坊發展上半年淨利潤預增329%，豫能控股上半年淨利潤預增321.57~379.88%，京能電力上半年淨利潤預增100.13%~131.16%……
高溫“烤熱”電力股
今年入夏以來，電力股便持續走高。
特別是在夏至節氣後（6月下旬），電力板塊漲勢愈發不可阻擋。
自6月23日至今，該板塊累計漲幅超12%。
中信證券指出，2025年的夏季可能是全國甚至全球近十年最炎熱夏季，我國2025年6月氣溫突破歷史同期極值，首個高溫日比去年提前約兩週出現。
在“熱穹頂”效應和全球變暖的共同作用下，北半球普遍出現異常高溫現象，該行認爲，一方面持續的高溫會觸發投資者的肌肉記憶進行提前定價，另一方面7月中旬的颱風、降雨可能也會帶來臨時的買點。當下較爲受益的板塊：1）電力鏈；2）食品飲料；3）防曬防暑；4）空調鏈。
海通國際表示，高股息迴歸強勢。電價煤價都有上漲可能，但該行認爲煤機電價上漲空間會大於煤價。
今年下半年或將終結“過去兩年下半年電力板塊往往下跌”的現象。火電在電價市場化推進，盈利向上，分紅強化的趨勢下，應抓住市場調整的機會，長期看好。
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