电力及公用事业行业周报：疆电入渝投产助消纳上海探索海风+算力协同

民生证券2025-06-15

本周（20250609-20250613）电力板块行情：本周电力板块走势优于大盘。截至2025 年06 月13 日，本周公用事业板块收于2382.43 点，上涨6.24点，涨幅0.26%；电力子板块收于3173.29 点，上涨7.82 点，跌幅0.25%，优于沪深300 本周走势。公用事业（电力）板块走势变化幅度在申万31 个一级板块中排第10 位。从电力子板块来看：本周光伏发电下跌1.79%，...

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千伏特高压直流输电工程建成后，新疆外送范围将覆盖西北、华中、华东、西南电网，助力新疆形成外送规模超3000 万千瓦的“两交三直”输电通道，覆盖西北、华中、华东、西南电网，将有效提升新能源消纳利用水平。6 月10 日，海兰云与上海临港新片区管委会、临港投控集团签约，意味着临港海底数据中心及配套产业赋能平台项目落地。该海底数据中心总投资16 亿元，总建设规模24MW，其中一期示范项目为2.3MW，设计电能利用效率不高于1.15，绿电供给率超97%。项目建成后，将成为全球首个直接利用海上风电的海底数据中心，建设全球首个\"风电+海底数据中心\"集群，通过海洋冷却、绿电直供实现低碳算力，构建\"陆数海算\"样板支撑AI/5G 算力需求，创新\"风算协同\"模式消纳海上风电，还将探索数据跨境流通机制服务企业出海，助力上海在算力基础设施绿色化、低碳化领域达到国际前沿水平。投资建议：火电受益于煤价下跌，Q2 成本端继续回落，电量下滑幅度收窄，在煤价维持低位时业绩有望持续改善，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。重点推荐【福能股份】、【申能股份】；北方火电厂以及全国性电厂业绩表现较为稳定，煤价维持低位，火电Q2 业绩预期仍能表现不错，建议关注【建投能源】、【京能电力】、【华电国际】、【华能国际】。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，且分红率稳定，重点关注【长江电力】、【川投能源】。绿电困局有望逐步解决，关注绿电港股【新天绿色能源】H、【龙源电力】H 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电力及公用事业行业周报：疆电入渝投产助消纳 上海探索海风+算力协同

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电力及公用事业行业周报：疆电入渝投产助消纳上海探索海风+算力协同