中广核电力(01816)今日盘中大涨5.08%，引起了市场的广泛关注。
消息面上，近日辽宁省明确2026年核电机组建立机制电价机制。机构分析指出，此次核电机制电价有望提升辽宁省内核电机组综合上网电价。鉴于辽宁省所有在运核电站均由中广核电力营运，该机制的实施预计将为公司盈利带来积极影响。
汇丰研究发布研报称，随着差价合约机制的实施，估算将为中广核电力2026及2027财年盈利预测带来提升，并能在市场疲软环境下为核电电价提供下行保护，从而提升公司的防御性价值。该行认为，中广核电力估值有进一步重估的空间。
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