+关注
神圣使命
暂无个人介绍
IP属地：湖北
6
关注
0
粉丝
1
主题
0
勋章
主贴
热门
神圣使命
03-06 23:13
因为大家都平了，或者看空！所以现在原油暴涨 [开心]
神圣使命
2025-07-20
$富时中国H50指数主连 2507(FCHmain)$
抱歉，原内容已删除
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4123758155679660","uuid":"4123758155679660","gmtCreate":1660655069918,"gmtModify":1745793135092,"name":"神圣使命","pinyin":"sssmshenshengshiming","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":6,"tweetSize":2,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.05.13","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"湖北","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":2,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":539819434501480,"gmtCreate":1772810019251,"gmtModify":1772810277970,"author":{"id":"4123758155679660","authorId":"4123758155679660","name":"神圣使命","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4123758155679660","idStr":"4123758155679660"},"themes":[],"htmlText":"因为大家都平了，或者看空！所以现在原油暴涨 [开心]","listText":"因为大家都平了，或者看空！所以现在原油暴涨 [开心]","text":"因为大家都平了，或者看空！所以现在原油暴涨 [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/539819434501480","isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":458789431300112,"gmtCreate":1752979029299,"gmtModify":1752981017778,"author":{"id":"4123758155679660","authorId":"4123758155679660","name":"神圣使命","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4123758155679660","idStr":"4123758155679660"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/FCHmain\">$富时中国H50指数主连 2507(FCHmain)$ </a> ","listText":"<a href=\"https://laohu8.com/FUT/FCHmain\">$富时中国H50指数主连 2507(FCHmain)$ </a> ","text":"$富时中国H50指数主连 2507(FCHmain)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/458789431300112","repostId":"2552175480","repostType":2,"repost":{"id":"2552175480","kind":"news","pubTimestamp":1752707440,"share":"https://www.laohu8.com/m/news/2552175480?lang=zh_CN&edition=full","pubTime":"2025-07-17 07:10","market":"hk","language":"zh","title":"全国最大电力负荷首次突破15亿千瓦 机构：电力板块有望迎来价值重估(附概念股)","url":"https://stock-news.laohu8.com/highlight/detail?id=2552175480","media":"智通财经","summary":"本周全国电力负荷持续维持高位，迎峰度夏能源保供工作已进入关键时期。迎峰度夏期间，全国大部地区气温较常年同期偏高，叠加经济增长趋势向好，共同拉动全国最大电力负荷创历史新高。国家发改委6月26日表示，初步预计2025年迎峰度夏期间全国最高用电负荷同比增加约1亿千瓦。从目前情况看，今年迎峰度夏电力供需形势好于去年，全国电力供需平衡总体有保障。","content":"<html><body><article><p>7月16日，全国最大电力负荷继今年7月4日(14.65亿千瓦)、7月7日(14.67亿千瓦)后再次刷新历史纪录，首次突破15亿千瓦，最大达到15.06亿千瓦，较去年最大负荷增加0.55亿千瓦。本周全国电力负荷持续维持高位，迎峰度夏能源保供工作已进入关键时期。</p><p>近期全国多地电力负荷快速上升，入夏以来至16日中午，全国共有天津、冀北、河北<a href=\"https://laohu8.com/S/688248\">南网</a>、山东、江苏、浙江、安徽、福建、湖北、河南、江西、辽宁、蒙东、陕西、四川、广东16个省级电网负荷36次突破历史新高。迎峰度夏期间，全国大部地区气温较常年同期偏高，叠加经济增长趋势向好，共同拉动全国最大电力负荷创历史新高。</p><p>各地电力部门从电源侧、电网侧、用电侧等多方面采取举措，满足用电需求。7月6日晚，国网江苏电力开展大规模新型储能集中调用，64个电网侧储能电站、29个电源侧储能电站参与集中放电，最大放电功率达714万千瓦，可同时满足约4800万户居民一小时的用电需求；面对高涨的用电负荷，深圳虚拟电厂管理中心迅速进入迎峰保电状态，最大调节能力可达到110万千瓦，在秒级智能调度下，充电桩、空调、新能源汽车、储能等海量分布式资源被迅速调用，帮助电网削峰填谷，为电网稳定运行构筑柔性防线。</p><p>国家发改委6月26日表示，初步预计2025年迎峰度夏期间全国最高用电负荷同比增加约1亿千瓦。从目前情况看，今年迎峰度夏电力供需形势好于去年，全国电力供需平衡总体有保障。国家能源局表示，将密切跟踪电力供需形势、一次燃料供应、来水蓄水、极端天气等情况，协调优化跨区跨省电力互济能力，持续做好“一省一策”迎峰度夏电力保供工作，全力保障电力可靠供应。</p><p>分析认为，偏高气温带动火电发电量上升，叠加煤价的继续承压，部分区域火电企业或有望迎来的显著业绩增长。其中，<a href=\"https://laohu8.com/S/600744\">华银电力</a>（600744）中报预告显示，公司预计2025年半年度实现归属于母公司所有者的<span>净利润</span>1.8亿-2.2亿元(未经审计)，同比增长3600.70~4423.07%；此外，<a href=\"https://laohu8.com/S/600578\">京能电力</a>（600578）预计2025年半年度实现归母净利润约18.28亿元至21.12亿元，同比增加约100.13%至131.16%。</p><p><a href=\"https://laohu8.com/S/601059\">信达证券</a>（601059）表示，国内历经多轮电力供需矛盾紧张之后，电力板块有望迎来盈利改善和价值重估。在电力供需矛盾紧张的态势下，煤电顶峰价值凸显；电力市场化改革的持续推进下，电价趋势有望稳中小幅上涨。伴随着发改委加大电煤长协保供力度，电煤长协实际履约率有望边际上升，煤电企业的成本端较为可控。展望未来，电力运营商的业绩有望大幅改善。</p><p><strong>相关概念股：</strong></p><p><a href=\"https://laohu8.com/S/00836\">华润电力</a>(00836)：华润电力近日公告，2025年前六个月附属电厂累计售电量达到101,979,952兆瓦时，同比增加了3.8%，其中，附属风电场累计售电量达到25,864,138兆瓦时，同比增加了15.5%；附属光伏电站累计售电量达到4,135,561兆瓦时，同比增加了31.3%。2025年6月附属电厂售电量达到17,227,564兆瓦时，同比增加了2.2%。</p><p><a href=\"https://laohu8.com/S/600027\">华电国际</a>（600027）电力股份(01071)：华电国际发布收购报告书披露，公司拟通过发行股份的方式向中国华电购买其持有的华电江苏能源有限公司80%股权。此前5月16日，华电国际72亿元资产重组方案获得监管批复同意，标志着重组将正式进入落地实施阶段。</p><p><a href=\"https://laohu8.com/S/01798\">大唐新能源</a>(01798)：大唐新能源近日发布公告称，2025年前6月完成发电量1887.58万兆瓦时，同比增加10.22%；6月份完成发电量248.65万兆瓦时，同比增加9.61%。</p></article></body></html>","source":"tencent","collect":0,"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>全国最大电力负荷首次突破15亿千瓦 机构：电力板块有望迎来价值重估(附概念股)</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全国最大电力负荷首次突破15亿千瓦 机构：电力板块有望迎来价值重估(附概念股)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-17 07:10 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025071707122697a8f2fe&s=b><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月16日，全国最大电力负荷继今年7月4日(14.65亿千瓦)、7月7日(14.67亿千瓦)后再次刷新历史纪录，首次突破15亿千瓦，最大达到15.06亿千瓦，较去年最大负荷增加0.55亿千瓦。本周全国电力负荷持续维持高位，迎峰度夏能源保供工作已进入关键时期。近期全国多地电力负荷快速上升，入夏以来至16日中午，全国共有天津、冀北、河北南网、山东、江苏、浙江、安徽、福建、湖北、河南、江西、辽宁、蒙东、...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025071707122697a8f2fe&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"600027":"华电国际","600578":"京能电力","600744":"华银电力","601059":"信达证券","01798":"大唐新能源","BK1570":"华润系","BK1530":"电力股","BK1594":"碳中和概念股","00836":"华润电力","BK1558":"风电股","BK1154":"新能源发电业者","BK1125":"独立电力生产商与能源贸易商"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025071707122697a8f2fe&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2552175480","content_text":"7月16日，全国最大电力负荷继今年7月4日(14.65亿千瓦)、7月7日(14.67亿千瓦)后再次刷新历史纪录，首次突破15亿千瓦，最大达到15.06亿千瓦，较去年最大负荷增加0.55亿千瓦。本周全国电力负荷持续维持高位，迎峰度夏能源保供工作已进入关键时期。近期全国多地电力负荷快速上升，入夏以来至16日中午，全国共有天津、冀北、河北南网、山东、江苏、浙江、安徽、福建、湖北、河南、江西、辽宁、蒙东、陕西、四川、广东16个省级电网负荷36次突破历史新高。迎峰度夏期间，全国大部地区气温较常年同期偏高，叠加经济增长趋势向好，共同拉动全国最大电力负荷创历史新高。各地电力部门从电源侧、电网侧、用电侧等多方面采取举措，满足用电需求。7月6日晚，国网江苏电力开展大规模新型储能集中调用，64个电网侧储能电站、29个电源侧储能电站参与集中放电，最大放电功率达714万千瓦，可同时满足约4800万户居民一小时的用电需求；面对高涨的用电负荷，深圳虚拟电厂管理中心迅速进入迎峰保电状态，最大调节能力可达到110万千瓦，在秒级智能调度下，充电桩、空调、新能源汽车、储能等海量分布式资源被迅速调用，帮助电网削峰填谷，为电网稳定运行构筑柔性防线。国家发改委6月26日表示，初步预计2025年迎峰度夏期间全国最高用电负荷同比增加约1亿千瓦。从目前情况看，今年迎峰度夏电力供需形势好于去年，全国电力供需平衡总体有保障。国家能源局表示，将密切跟踪电力供需形势、一次燃料供应、来水蓄水、极端天气等情况，协调优化跨区跨省电力互济能力，持续做好“一省一策”迎峰度夏电力保供工作，全力保障电力可靠供应。分析认为，偏高气温带动火电发电量上升，叠加煤价的继续承压，部分区域火电企业或有望迎来的显著业绩增长。其中，华银电力（600744）中报预告显示，公司预计2025年半年度实现归属于母公司所有者的净利润1.8亿-2.2亿元(未经审计)，同比增长3600.70~4423.07%；此外，京能电力（600578）预计2025年半年度实现归母净利润约18.28亿元至21.12亿元，同比增加约100.13%至131.16%。信达证券（601059）表示，国内历经多轮电力供需矛盾紧张之后，电力板块有望迎来盈利改善和价值重估。在电力供需矛盾紧张的态势下，煤电顶峰价值凸显；电力市场化改革的持续推进下，电价趋势有望稳中小幅上涨。伴随着发改委加大电煤长协保供力度，电煤长协实际履约率有望边际上升，煤电企业的成本端较为可控。展望未来，电力运营商的业绩有望大幅改善。相关概念股：华润电力(00836)：华润电力近日公告，2025年前六个月附属电厂累计售电量达到101,979,952兆瓦时，同比增加了3.8%，其中，附属风电场累计售电量达到25,864,138兆瓦时，同比增加了15.5%；附属光伏电站累计售电量达到4,135,561兆瓦时，同比增加了31.3%。2025年6月附属电厂售电量达到17,227,564兆瓦时，同比增加了2.2%。华电国际（600027）电力股份(01071)：华电国际发布收购报告书披露，公司拟通过发行股份的方式向中国华电购买其持有的华电江苏能源有限公司80%股权。此前5月16日，华电国际72亿元资产重组方案获得监管批复同意，标志着重组将正式进入落地实施阶段。大唐新能源(01798)：大唐新能源近日发布公告称，2025年前6月完成发电量1887.58万兆瓦时，同比增加10.22%；6月份完成发电量248.65万兆瓦时，同比增加9.61%。","news_type":1,"symbols_score_info":{"600027":0.9,"600578":0.9,"600744":0.9,"601059":0.9,"01798":1,"00836":0.9}},"isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":539819434501480,"gmtCreate":1772810019251,"gmtModify":1772810277970,"author":{"id":"4123758155679660","authorId":"4123758155679660","name":"神圣使命","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4123758155679660","authorIdStr":"4123758155679660"},"themes":[],"htmlText":"因为大家都平了，或者看空！所以现在原油暴涨 [开心]","listText":"因为大家都平了，或者看空！所以现在原油暴涨 [开心]","text":"因为大家都平了，或者看空！所以现在原油暴涨 [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/539819434501480","isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":458789431300112,"gmtCreate":1752979029299,"gmtModify":1752981017778,"author":{"id":"4123758155679660","authorId":"4123758155679660","name":"神圣使命","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4123758155679660","authorIdStr":"4123758155679660"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/FCHmain\">$富时中国H50指数主连 2507(FCHmain)$ </a> ","listText":"<a href=\"https://laohu8.com/FUT/FCHmain\">$富时中国H50指数主连 2507(FCHmain)$ </a> ","text":"$富时中国H50指数主连 2507(FCHmain)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/458789431300112","repostId":"2552175480","repostType":2,"isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
