核电逐步脱离“政府价”主导 盈利承压如何应对市场化考验

第一财经
May 13

随着国内电力市场化改革持续深化,核电正从“政府定价、保障消纳”的传统模式,加速融入市场化交易体系。在新能源全面入市、上网电价下行、税收政策调整等多重因素叠加下,核电市场化转型进入深水区。  据中国核电(601985.SH)、中国广核(003816.SZ)两大龙头2025年年报,公司市场化交易电量占比持续攀升,上网电价同步下行,企业盈利压力加剧。  作为“十五五”能源强国建设的重要组成部分,核能行业...

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