智通财经APP获悉，中广核电力(01816)盘中跌超3%，低见2.43港元创去年5月以来新低，月内股价已累跌逾一成。截至发稿，跌2.79%，报2.44港元，成交额9631.24万港元。
消息面上，广东省此前公布2025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%。大摩指出，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。
汇丰研究报告指，公司的盈利风险仍在，将目标价由3.1港元降至3港元，维持“持有”评级。该行下调对公司2025年至2026年的盈利预测1%，暗示在考虑注入资产之前，预计的盈利同比跌2%至增长1%，而且关于收费的下行风险仍然存在。摩根士丹利下调中广核电力目标价13.6%，从3.69港元降至3.19港元，维持“增持”评级。
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