电力公司股价“飙涨”背后：能源革命

21世纪经济报道2025-05-12

近日朋友圈被两件事刷屏：一是广东的朋友在40度高温下调侃“出门五分钟流汗两小时”，二是腾讯刚签下的长三角数据中心项目，据说建成后每年耗电量够一个中型城市用一年。近日朋友圈被两件事刷屏：一是广东的朋友在40度高温下调侃“出门五分钟流汗两小时”，二是腾讯刚签下的长三角数据中心项目，据说建成后每年耗电量够一个中型城市用一年。这两个看似无关的场景，恰恰是电力股飙涨的底层逻辑。国家电网的数据显示，今年长三角...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2534299958?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-05-12 12:40","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2534299958","market":"sh","top_or_hot":-1,"title":"电力公司股价“飙涨”背后：能源革命","media":"21世纪经济报道","content":"<div>\n<p>近日朋友圈被两件事刷屏：一是广东的朋友在40度高温下调侃“出门五分钟流汗两小时”，二是腾讯刚签下的长三角数据中心项目，据说建成后每年耗电量够一个中型城市用一年。近日朋友圈被两件事刷屏：一是广东的朋友在40度高温下调侃“出门五分钟流汗两小时”，二是腾讯刚签下的长三角数据中心项目，据说建成后每年耗电量够一个中型城市用一年。这两个看似无关的场景，恰恰是电力股飙涨的底层逻辑。国家电网的数据显示，今年长三角...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025051212432294f40ddb&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>电力公司股价“飙涨”背后：能源革命</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n电力公司股价“飙涨”背后：能源革命\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-12 12:40 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025051212432294f40ddb&s=b><strong>21世纪经济报道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日朋友圈被两件事刷屏：一是广东的朋友在40度高温下调侃“出门五分钟流汗两小时”，二是腾讯刚签下的长三角数据中心项目，据说建成后每年耗电量够一个中型城市用一年。近日朋友圈被两件事刷屏：一是广东的朋友在40度高温下调侃“出门五分钟流汗两小时”，二是腾讯刚签下的长三角数据中心项目，据说建成后每年耗电量够一个中型城市用一年。这两个看似无关的场景，恰恰是电力股飙涨的底层逻辑。国家电网的数据显示，今年长三角...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025051212432294f40ddb&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"600719","symbol_name":"大连热电","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025051212432294f40ddb&s=b","article_id":"2534299958","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025051212432294f40ddb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2534299958","pubTimestamp":1747024800,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"近日朋友圈被两件事刷屏：一是广东的朋友在40度高温下调侃“出门五分钟流汗两小时”，二是腾讯刚签下的长三角数据中心项目，据说建成后每年耗电量够一个中型城市用一年。这两个看似无关的场景，恰恰是电力股飙涨的底层逻辑。有电力公司朋友透露，某头部云厂商最近一口气锁定了三峡能源未来五年的风电供应，生怕下半年电价涨了抢不到电。更狠的是电力市场化改革。下面是对受益电力公司的整理：","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159945":"能源","600011":"华能国际","600021":"上海电力","600023":"浙能电力","600025":"华能水电","600027":"华电国际","600032":"浙江新能","600052":"东望时代","600098":"广州发展","600101":"明星电力","600116":"三峡水利","600149":"廊坊发展","600163":"中闽能源","600167":"联美控股","600226":"亨通股份","600236":"桂冠电力","600310":"广西能源","600452":"涪陵电力","600475":"华光环能","600483":"福能股份","600505":"西昌电力","600509":"天富能源","600644":"乐山电力","600674":"川投能源","600719":"大连热电","600744":"华银电力","600780":"通宝能源","600795":"国电电力","600821":"金开新能","600863":"内蒙华电","600868":"梅雁吉祥","600886":"国投电力","600900":"长江电力","600905":"三峡能源","600956":"新天绿能","600969":"郴电国际","600979":"广安爱众","600982":"宁波能源","600995":"南网储能","601016":"节能风电","601222":"林洋能源","601619":"嘉泽新能","601778":"晶科科技","601985":"中国核电","603105":"芯能科技","603693":"江苏新能","605011":"杭州热电","605028":"世茂能源","605162":"新中港","605580":"恒盛能源","BK0098":"文化传媒概念","BK0267":"媒体制作"},"translate_title":"Behind the \"soaring\" stock price of power companies: the energy revolution","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159945":1,"600011":0.9,"600021":0.9,"600023":0.9,"600025":0.9,"600027":0.9,"600032":0.9,"600052":0.9,"600098":0.9,"600101":0.9,"600116":0.9,"600149":0.9,"600163":0.9,"600167":0.9,"600226":0.9,"600236":0.9,"600310":0.9,"600452":0.9,"600475":0.9,"600483":0.9,"600505":0.9,"600509":0.9,"600644":0.9,"600674":0.9,"600719":0.9,"600744":0.9,"600780":0.9,"600795":0.9,"600821":0.9,"600863":0.9,"600868":0.9,"600886":0.9,"600900":0.9,"600905":0.9,"600956":0.9,"600969":0.9,"600979":0.9,"600982":0.9,"600995":0.9,"601016":0.9,"601222":0.9,"601619":0.9,"601778":0.9,"601985":0.9,"603105":0.9,"603693":0.9,"605011":0.9,"605028":0.9,"605162":0.9,"605580":0.9},"content_text":"近日朋友圈被两件事刷屏：一是广东的朋友在40度高温下调侃“出门五分钟流汗两小时”，二是腾讯刚签下的长三角数据中心项目，据说建成后每年耗电量够一个中型城市用一年。近日朋友圈被两件事刷屏：一是广东的朋友在40度高温下调侃“出门五分钟流汗两小时”，二是腾讯刚签下的长三角数据中心项目，据说建成后每年耗电量够一个中型城市用一年。这两个看似无关的场景，恰恰是电力股飙涨的底层逻辑。国家电网的数据显示，今年长三角地区空调负荷比往年提前半个月启动，加上字节跳动、阿里云等大厂疯狂扩张AI算力中心，单座10万GPU集群一年就要“吃掉”16亿度电——这相当于20万个家庭一年的用电量。有电力公司朋友透露，某头部云厂商最近一口气锁定了三峡能源未来五年的风电供应，生怕下半年电价涨了抢不到电。机构指出：1、受益煤价大幅下跌，火电一季度业绩稳步增长，二三季度进入用电旺季，在煤价维持低位情形下，火电业绩有望持续改善，部分企业积极布局风电及热电联产等优质资产，远期成长性可期。2、大水电企业业绩稳定向上，在利率下行背景下，股息率仍具备溢价优势，且分红率预期稳定。如果说需求是明面上的热闹，政策才是幕后推手。上个月发改委发布的绿证新政，直接把新建数据中心的绿电使用门槛提到80%，这相当于给新能源运营商发了张长期饭票。华能国际山东海上风电项目负责人算过一笔账：绿证跨省交易放开后，他们每度电能多赚5分钱，一个项目一年多挣2个亿。更狠的是电力市场化改革。7月要落地的《电力市场运行基本规则》让火电企业有了新活法——过去电厂最怕的调峰调频，现在成了赚钱手艺。华银电力的财报显示，一季度靠辅助服务多赚了1.2亿，相当于去年全年利润的三成。有业内人士调侃：“现在电厂值班员盯着电力现货市场报价的劲头，比炒股大妈看K线还认真。”下面是对受益电力公司的整理：","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2534299958","isCrawlerRequest":true}