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研報掘金丨海通證券:華能水電電價有望受益於電力市場化改革的持續推進
海通證券研報指出,根據南方電網,預計23年底前,南方區域電力市場現貨交易將擴大至廣東、廣西、雲南、貴州、海南五省區。認為電力供應緊平衡的背景下,華能水電(600025.SH)電價有望受益於電力市場化改革的持續推進。考慮區域電價提升及水電新增裝機帶來的穩健成長性,綜合上述估值方法,給予公司合理價值區間8.2-9.0元,維持“優於大市”評級。
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