智通财经APP获悉，大和发布研究报告称，广东省公布明年长期电价结果，平均电价为每兆瓦时391.9元人民币，同比下降15.9%，并较当地标杆电价折让13.5%。
虽然市场此前已有大量负面预期，但结果很可能与市场预期相差甚远，而且对当地煤电厂而言，前景不容乐观，因为大规模的电价下调或会抵销明年的所有单位利润。
大和预期，中广核电力(01816)明年每股盈利亦会受到影响，将下跌3.8%至8.9分人民币，意味股息率约3.4%。然而，与国内10年期国库债券利率之间的收益率差距，加上电价结果不确定性移除，对部分长期基金来说或仍有一定的吸引力。
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