电力行业投资策略：电力供需转向宽松，重视盈利稳定品种

开源证券2025-05-06

（以下内容从开源证券《电力行业投资策略：电力供需转向宽松，重视盈利稳定品种》研报附件原文摘录）行业回顾：电力需求稳定，电源电网投资持续增长2024年全社会用电量9.87万亿千瓦时，yoy+7.0%；电源投资额1.17万亿元，yoy+20.8%；电网投资额6083亿元，yoy+15.3%。截至2025年4月30，公用事业板块累计下跌2.9%，在31个一级行业中排名第19；电力板块累计下跌2.3%，...

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