智通财经APP获悉，中广核电力(01816)盘中跌超4%，截至发稿，跌3.77%，报2.55港元，成交额2.36亿港元。
消息面上，广东省此前公布明年长期电价结果，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，中广核电力去年的电力生产在利用率更高及新产能推动下符合预期，可继续为增长提供支持。惟电力合约的重新定价逊预期，广东的长期购电协议取得中十位数的跌幅。该行指，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。
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