研报掘金丨方正证券:首予华电国际“强烈推荐”评级,电厂分布于火电优势地区

格隆汇资讯
03 Jun

方正证券研报指出,华电国际(600027.SH)电厂分布于火电优势地区。华电国际旗下电厂主要分布在山东、湖北、安徽、湖南等地,而山东、湖北、湖南以及安徽等地对火电而言均为优势地区,2025年山东地区长协电价下降0.35分/千瓦时,安徽地区下降2.33分/千瓦时,湖北地区下降0.59分/千瓦,湖南地区上涨1.21分/千瓦时,电厂主要分布地区电价下降幅度较小甚至上涨,业绩改善效果更加明显。预测华电国际...

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