行情回顾：本周电力板块下跌8.5%，沪深300 指数上涨0.04%， 电力板块跑输大盘8.54 个百分点。2021 年初至今电力板块上涨 15.64%，沪深300 指数同期下跌5.36%，电力板块年初至今累计 跑赢大盘21 个百分点。分子板块看，本周火电、水电和燃气板 块涨跌幅分别为-12.04%、-6.83%和-12.87%。

投资要点及重点公司盈利预测 ............................................................................................................................... 2

重点公司盈利预测 ........................................................................................................................................... 3

电力及公用事业周度行情回顾 ............................................................................................................................... 4

本周电力板块跑赢大盘，估值仍保持较低水平............................................................................................ 4

个股表现 ........................................................................................................................................................... 6

周度高频数据汇总 ................................................................................................................................................... 7

秦皇岛煤价环比上涨25.1%，同比上涨269.46% .......................................................................................... 7

秦港库存本周环比增加2%，同比减少18.24% ............................................................................................. 8

重点新闻及公告汇总 ............................................................................................................................................... 9

重点新闻 ........................................................................................................................................................... 9

重点公告 ......................................................................................................................................................... 10

风险分析 ................................................................................................................................................................. 13