According to the Zhitong Finance app, electrical utilities stocks continue to rise. As of press time, Huadian Power International Corporation (01071) rose 4.72% to HKD5.54, China Power (00902) rose 4.54% to HKD5.53, Datang International Power Generation (00991) rose 3.45% to HKD1.80, and China Res Power (00836) rose 2.71% to HKD24.65.

On the news front, according to China Weather Net, the recent heat wave in the north has intensified. From June 14th to the beginning of next week, many areas such as North China and Huang-Huai will experience this year's most extensive and intense heat wave. It is reported that the heat has caused multi-regional electricity load to continue to rise. In June, the daily electricity load of the Jiangsu power grid remains at around 100 million kilowatts, nearly 10 million kilowatts higher than the same period last year. As of the end of May, the highest load in Guangdong's power dispatching has increased by about 20% year-on-year, approaching its historical peak, and the daily air conditioner load is around 45 million kilowatts.

Shanxi Securities pointed out that on the demand side, electricity load is expected to increase significantly this summer; in the long term, the development of new productive forces and the trend of replacing energy with electricity may further increase the demand for electricity. On the power generation side, the advantages of flexible operation of thermal power will be highlighted during the peak summer electricity load. In the long term, with the gradual promotion of the auxiliary service and capacity electricity price mechanism, the expected stability and dividend ability of thermal power enterprises will improve. New value points under the improvement of commercial models still need to be explored by the market.