摩根士丹利发表研究报告指，继江苏省宣布明年电价全面下降后，广东省亦公布2025年度电力市场交易结果，平均电价每兆瓦时减少7.4分人民币，按年下降16%，略低于市场预期，预期或会令煤电企业盈利能力变得更加脆弱。该行又指，广东省2025年核电电价降幅有限，市场电价仅下降4分人民币，考虑到市场基础交易量仅约占核电交易量30%，相信今次电价下调对中广核电力(01816.HK) 盈利只有约4%至5%的...
Source Link摩根士丹利发表研究报告指，继江苏省宣布明年电价全面下降后，广东省亦公布2025年度电力市场交易结果，平均电价每兆瓦时减少7.4分人民币，按年下降16%，略低于市场预期，预期或会令煤电企业盈利能力变得更加脆弱。该行又指，广东省2025年核电电价降幅有限，市场电价仅下降4分人民币，考虑到市场基础交易量仅约占核电交易量30%，相信今次电价下调对中广核电力(01816.HK) 盈利只有约4%至5%的...
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