【12 月 27 日,大和发表研报称】江苏省电力交易中心最新资料显示,2025 年度该省整体电价每兆瓦时减少 40 元,降幅 8.9%,基本符合市场预期及大和预测。此次电价全面下降对燃煤和水力发电企业影响可控,大和预测江苏省明年降电价将为煤企带来每兆瓦时 9 至 15 元的点火价差收窄,部分被较低煤价抵销,对水电预期带来约 1%至 4%盈利影响。该行对中国电力行业维持中性看法,对电力、华润电力及...
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