港股异动 | 电力股全线重挫 江苏省25年电价全面下降 广东省长期电价结果未达市场预期

智通财经
02 Jan

智通财经APP获悉,电力股全线重挫,截至发稿,中广核电力(01816)跌4.91%,报2.71港元;华能国际(00902)跌4.67%,报4.08港元;华润电力(00836)跌3.92%,报18.14港元;华电国际(01071)跌2.25%,报3.91港元。

消息面上,12月23日,广东省电力交易中心通报了《广东电力市场2025年度交易及年度绿电交易结果》,中长期交易成交电量3410.94亿kWh,成交均价391.86厘/kWh,下降了约7.4分/kWh。

摩根士丹利发布研报称,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。大和则表示,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。

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