(Original title: Changes in the sector | The power sector continues to rise due to the peak summer power supply guarantee and overweight power sector)
The Zhitong Finance APP was informed that on June 14, affected by the news of the increase in power supply during the peak summer season, the A-share power sector continued to rise. As of press time, Yuneng Holdings (001896.SZ), Shennandian A (000037.SZ ) daily limit, Hubei Energy (000883.SZ), Hunan Development (000722.SZ), Suihengyun A (000531.SZ), Wenshan Power (600995.SH), Changyuan Power (000966.SZ), Yangtze Power (600900 .SH) and other stocks rose.
On June 13, high temperature warnings were issued in Zhengzhou, Henan, Xi’an, Shaanxi, Xiangyang, Hubei and other places. The temperature in these areas is expected to reach above 35 °C. As many parts of the country usher in high temperature weather, the peak summer season is officially launched, and coal and electricity consumption will also usher in a new round of peaks. Many power departments and relevant agencies predict that there will still be some pressure on energy consumption this summer, and there will be a certain electricity gap in some areas. The executive meeting of the State Council held on May 11 made it clear that to ensure energy supply, power cuts will never be allowed. The coal and power industries have recently stepped up efforts to ensure supply, and try to avoid the recurrence of “coal shortages” and “electricity shortages”.
The China Electricity Council expects that during the peak summer season in 2022, the national power supply and demand will be generally balanced, and the power supply and demand will be tight during peak hours. Among them, the power supply and demand in the Northeast and Northwest regions are basically balanced; the power supply and demand in the South, East China, Central China, and North China regions are tight during peak hours.