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研报掘金丨海通证券:华能水电电价有望受益于电力市场化改革的持续推进

海通证券研报指出,根据南方电网,预计23年底前,南方区域电力市场现货交易将扩大至广东、广西、云南、贵州、海南五省区。认为电力供应紧平衡的背景下,华能水电(600025.SH)电价有望受益于电力市场化改革的持续推进。考虑区域电价提升及水电新增装机带来的稳健成长性,综合上述估值方法,给予公司合理价值区间8.2-9.0元,维持“优于大市”评级。

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