金吾财讯 | 电力股普跌，华能国际电力股份(00902)跌6.84%，哈尔滨电气(01133)跌6.1%，信义能源(03868)跌4.96%，华润电力(00836)跌4.38%，中广核电力(01816)跌3.68%，龙源电力(00916)跌3.52%。摩根大通发表报告，对中国火电公用事业转为更谨慎的看法，认为取消电价下限可能导致2027年预期起的火电上网电价进一步下行，从而压缩该行所覆盖公司的利润率。虽然政府同时提到将完善容量电价机制，但该机制的力度、实施时点，以及是否足以抵消基本电价的下行，仍存在较大不确定性。因此，火电厂盈利前景变得不利，预计市场盈利预测与股息预测均面临下行风险。
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