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《大行》瑞銀料廣東省核電電價調整將有利中廣核電力(01816.HK)及上游供應商
瑞銀研究報告指,中廣核電力(01816.HK)管理層表示,目前廣東省的核電電價政策對營運商存在不利影響,相信相關政策會有改善,預期廣東省可能考慮在2026年度電力交易方案中修訂核電電價規則。該行預計公司或成為潛在主要受益者,因預期截至明年,公司有約70%的權益裝機容量位於廣東省。 另外,該行又認為上游核電設備供應商如哈爾濱電氣(01133.HK)、應流股份(603308.SH)及東方電氣(01072.HK)亦可能間接受惠,因項目執行能見度提升及潛在利潤率恢復。 雖然2026年度電力交易方案細節尚未最終確定,但該行初步分析顯示,若完全取消現行扣減規則,可能為中廣核電力2026財年盈利預測帶來2.89億元人民幣或的3%上行空間。
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