大摩:广东省2025年电价结果略逊市场预期 予中广核电力“增持”评级

新浪港股
27 Dec 2024
热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易
客户端

  摩根士丹利发布研究报告称,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,同比下降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。

  该行又称,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)盈利只有约4%至5%的负面影响,预期该公司明年通过降低辅助服务开支及融资成本,将可抵销相关影响。大摩对中广核电力评级为“增持”,目标价3.69港元。

海量资讯、精准解读,尽在新浪财经APP

责任编辑:史丽君

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10