智通财经APP获悉，瑞银发布研报称，中广核电力(01816)管理层表示，目前广东省的核电电价政策对营运商存在不利影响，相信相关政策会有改善，预期广东省可能考虑在2026年度电力交易方案中修订核电电价规则。该行预计公司或成为潜在主要受益者，因预期截至明年，公司有约70%的权益装机容量位于广东省。
另外，该行又认为上游核电设备供应商如哈尔滨电气(01133)、应流股份(603308.SH)及东方电气(01072)亦可能间接受惠，因项目执行能见度提升及潜在利润率恢复。虽然2026年度电力交易方案细节尚未最终确定，但该行初步分析显示，若完全取消现行扣减规则，可能为中广核电力2026财年盈利预测带来2.89亿元人民币或的3%上行空间。
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