行情回顾：本周电力板块下跌5.59%，沪深300 指数下跌1.35%， 电力板块跑输大盘4.23 个百分点。2021 年初至今电力板块上涨 14.03%，沪深300 指数同期下跌7.08%，电力板块年初至今累计 跑赢大盘21.11 个百分点。分子板块看，本周火电、水电和燃气 板块（中信指数）涨跌幅分别为-8.21%、-3.33%和0.32%。

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

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

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

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

秦皇岛煤价环比下降24.67%，同比上涨82.41% .......................................................................................... 7

秦港库存本周环比增加11.44%，同比增加5.20% ........................................................................................ 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 ................................................................................................................................................................. 10