According to the Wise Finance and Economics app, electric power stocks generally rose. As of press time, Huaneng Power International (00902) rose 3.13% to HK$5.6, CGN Power (01816) rose 2.51% to HK$3.27, and China Resources Power (00836) rose 1.31% to HK$23.2.

In terms of news, a spokesperson for the National Development and Reform Commission reported on electricity generation and consumption at a press conference. From the perspective of electricity generation, the national industrial electricity generation scale exceeded 3657 billion kilowatt hours from January to May, an increase of 5.5% year-on-year. Electricity generation in May was 717.9 billion kilowatt hours, a growth of 2.3%. From the perspective of electricity consumption, the national electricity consumption throughout all sectors increased by 8.6% year-on-year from January to May. In addition, on June 17, Bill Gates announced that he will invest billions of dollars again in the "next generation" of nuclear power plants in Wyoming, USA, to meet the huge electricity demand brought about by the development of AI.

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.