从炒重组到炒高温，本轮电力板块炒作能持续多久

第一财经资讯2025-07-14

国内夏季高温期用电量骤增，近日，全国用电负荷创14.65亿千瓦的历史新高。资本市场也热炒起电力板块。A股历来有“夏季炒电”的资金记忆，主要系夏季高温时全国用电需求攀升，资金就着电力企业业绩增长预期炒作股价。实际上，今年4~5月电力板块就提前进入了炒作节奏，主要系并购新规发布后，市场对五大发电集团注入上市公司资产抱有预期。眼下正值A股中报业绩预告披露窗口，随着电力股业绩逐步落地，在并购整合的预期下，...

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