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据国家0005;网最新消息，8月4日 – 6日，国家电网公司经营区用电负荷连续三天创历史新高，最大负荷达12.33亿千瓦，相比去年11.80亿千瓦的极值，增长了5300万千瓦。这一数据的攀升，彰显出电力需求的强劲态势。

中电联作出预测，2025年全社会用电量同比预计增长5% – 6%。从专业投资分析视角看，信达证券公用事业团队指出，国内历经多轮电力供需矛盾紧张阶段后，煤电的顶峰价值愈发凸显。同时，随着电力市场化改革持续推进，电价趋势有望在稳定中实现小幅上涨，基于此，他们看好电力板块迎来盈利改善与价值重估。

国投证券公用事业团队则认为，夏季用电需求增加，推动了气电需求的提升。并且，全国居民顺价政策...

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