智通财经APP获悉，电力股今日普涨，截至发稿，华电国际(01071)涨2.4%，报3.84港元；中广核电力(01816)涨1.82%，报2.79港元；中国电力(02380)涨1.29%，报3.15港元；华润电力(00836)涨1.28%，报19.04港元。
华源证券指出，从全国性文件《全国统一电力市场发展规划蓝皮书》来看，2025年市场化进程或加速，电价机制重视发电侧合理收益。目前重点省市中江苏、广东、浙江已经发布2025年电力交易方案，与2024年方案比较而言，江浙粤三省2025年仍然以高比例中长期交易为主，逐步趋同；并通过定制化电量电价机制推动全电源入市。
长江证券指出，当前如火电部分央企上市公司估值已经将至近两年来下四分位数附近，水电股股息与国债收益率息差也已经达到近两年中位数附近，行业估值已经具备充分吸引。此外，随着长协电价逐步落地，板块估值压制因素也将会得到逐步出清，火电在偏高的成本基数下，未来两个季度盈利仍有望延续修复，核电在新机组投产的拉动下盈利也将持续改善，绿电则有望迎来新的政策催化期，因此整体来看，我们认为当前公用事业板块价值已经具备充分吸引，重申重视行业配置价值。
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