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CITIC Securities believes that hydropower output is severely impacted by the extremely dry inflow of water during the flood season and the demand load disturbance caused by high temperature weather, which has caused a rare large-scale power cut in Sichuan Province during the flood season. Considering that the overall water supply in the southwest region is relatively dry and the scale of hydropower transmission from west to east is huge, the problem of power shortage may spread in large hydropower provinces and coastal areas. Since the beginning of this year, the overall domestic demand for electricity has been weak and the willingness of thermal power to generate electricity has increased after the rise in electricity prices. It is expected that the impact of this round of hydropower supply shocks on power security will be weaker than last year. Thermal power and nuclear power will benefit from guaranteed supply, and the value of large hydropower with adjustment capabilities will also be recognized by the market. (Securities Times)
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