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首创证券-公用事业行业简评报告：电力供需偏紧，促进市场化电价提升-240116

冷空气影响多地再迎大范围降温，预计用电量增加。根据中国气象局消息，近日，受强冷空气影响，长江中下游及其以北将有大风降温天气，关注对能源保供等方面影响。15日起，中东部地区将有大范围雨雪天气过程，西北地区东部黄淮及南方地区也将有雨雪天气。冷空气影响下，预计各地用电量将增加。电力供需偏紧，促进市场化电价提升。1月10日，上海市经信委发布《2023年上海市迎峰度冬有序用电方案》，总体判断，今冬本市电力

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