研報掘金丨長江證券:維持中國核電“買入”評級,核電電量保持優異表現
長江證券研報指出,中國核電新增產能疊加大修減少,核電電量保持優異表現。2025年上半年公司核電機組完成發電量998.61億千瓦時,同比增長12.01%,在機組大修天數減少以及年初漳州1號機組商運的共同拉動下,核電電量延續優異表現。在電量優異表現的帶動下,二季度及上半年公司核電板塊業績展望積極。公司新能源電量延續高增,業績或仍受限股比稀釋;綠核項目儲備雄厚,保障遠期增長空間。根據最新經營數據,預計公司2025-2027年EPS分別為0.53元、0.56元和0.63元,對應PE分別為17.84倍、16.68倍和14.78倍,維持“買入”評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.