智通财经APP获悉，大和发布研报称，展望第二季中国电力行业发展中，维持对核电持正面看法，预期下半年或再有新一轮核电项目审批，相信电价下跌对企业2025年盈利的负面影响已大致被消化，预期中广核电力(01816)或受惠于多项催化剂，目前预测预中广核电力第二季净利润将同比下跌15%至29.79亿元人民币，评级由“持有”上调至“跑赢大市”，目标价从2.6港元上调至3.3港元。
同时大和亦较偏好煤电，预期煤电企业盈利增长稳健，首选中广核电力及华能国电(00902)。大和指，即使煤价较过去两周反弹5%后再升5%，仍较去年第三季平均水平低22%，有利维持丰厚利差，认为华能国电在同行中盈利增长潜力最高，预计第二季净利润同比增长19%至33.85亿元人民币，给予“跑赢大市”评级。
大和对华润电力(00836)给予“持有”评级，认为其可再生能源分拆上市的估值提升的利好因素已大致反映，预测上半年净利润将同比增长6%至99.04亿元。大和对中国神华(01088)看法转趋中性，评级持有，建议投资者关注派发中期息的可能性。
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