金吾财讯 | 核电板块普涨，截至发稿，中广核矿业（01164）涨3.63%，中核国际（02302）涨1.40%，中广核电力（01816）涨1.37%，中广核新能源（01811）涨0.48%，沃尔核材（09981）涨0.39%。消息面上，中信证券表示，沿海电力供需改善，机构预计核电行业即将走出2024~2026年电价下行周期。在建机组进入投产阶段，量价齐升将推动核电运营商业绩迎来新一轮释放周期；当前市场尚未充分计入电价上行带来的业绩弹性，板块估值安全边际充足。机构上调核电企业盈利预测，2027~2028年两家核电标的归母净利润预测较Wind一致预期高出5%~13%，电价利好后续将逐步被市场定价。核电运营商估值处于历史中低分位，尚未充分反映成长价值，具备配置吸引力。
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