智通财经APP获悉，电力股集体走低，截至发稿，华电国际(01071)跌3.75%，报3.59港元；龙源电力(00916)跌3.28%，报5.6港元；华润电力(00836)跌2.76%，报16.94港元；华电国际(00902)跌2.5%，报3.9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。摩根士丹利此前指出，广东省2025电价结果略低于市场预期，预期或会令煤电企业盈利能力变得更加脆弱。
国盛证券指出，广东、江苏等地长协电价签订，电价风险有望出清。市场不必对“降电价”过分担忧，随着电力市场建设的完善，最终会形成在考虑综合成本基础上反映真实电力商品价值的电价。此外，我们认为区域分化依然会进一步体现，依然建议关注用电供需格局偏紧、电价风险较低地区。此外，新能源环境溢价有望兑现，优先关注风电投资机会。
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