港股异动 | 中广核电力(01816)午后跌超4% 花旗称中国未见电力短缺广东省电价或低于预期

智通财经01-14

智通财经APP获悉，中广核电力(01816)午后跌超4%，截至发稿，跌4.49%，报2.98港元，成交额港2.46亿港元。花旗发布研报称，虽然全球股市对核电相关投资概念变得更为乐观，但维持对中广核电力“沽售”评级，因中国目前并无电力短缺情况。该行指，中广核电力在广东省(贡献其70-80%总盈利)的电价可能低于预期，因为竞争加剧，公司宣布将在当地电力销售中承担更多销售及分销成本；预计2026年单位铀...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2603661774?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-01-14 14:05","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2603661774","market":"fut","top_or_hot":-1,"title":"港股异动 | 中广核电力(01816)午后跌超4% 花旗称中国未见电力短缺 广东省电价或低于预期","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，中广核电力(01816)午后跌超4%，截至发稿，跌4.49%，报2.98港元，成交额港2.46亿港元。花旗发布研报称，虽然全球股市对核电相关投资概念变得更为乐观，但维持对中广核电力“沽售”评级，因中国目前并无电力短缺情况。该行指，中广核电力在广东省(贡献其70-80%总盈利)的电价可能低于预期，因为竞争加剧，公司宣布将在当地电力销售中承担更多销售及分销成本；预计2026年单位铀...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1392653.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 中广核电力(01816)午后跌超4% 花旗称中国未见电力短缺 广东省电价或低于预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 中广核电力(01816)午后跌超4% 花旗称中国未见电力短缺 广东省电价或低于预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-14 14:05 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1392653.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，中广核电力(01816)午后跌超4%，截至发稿，跌4.49%，报2.98港元，成交额港2.46亿港元。花旗发布研报称，虽然全球股市对核电相关投资概念变得更为乐观，但维持对中广核电力“沽售”评级，因中国目前并无电力短缺情况。该行指，中广核电力在广东省(贡献其70-80%总盈利)的电价可能低于预期，因为竞争加剧，公司宣布将在当地电力销售中承担更多销售及分销成本；预计2026年单位铀...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1392653.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0072461881.USD","symbol_name":"BGF US BASIC VALUE \"A2\" ACC","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1392653.html","article_id":"2603661774","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2603661774","pubTimestamp":1768370740,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，中广核电力午后跌超4%，截至发稿，跌4.49%，报2.98港元，成交额港2.46亿港元。花旗发布研报称，虽然全球股市对核电相关投资概念变得更为乐观，但维持对中广核电力“沽售”评级，因中国目前并无电力短缺情况。中金则表示，中广核电力去年总发电量按年增2%至2470亿度，总上网电量按年增2.36%至2326亿度。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4504":"桥水持仓","BK1505":"一带一路","BK4559":"巴菲特持仓","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU0477156953.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"RE\" (USD) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","BK4588":"碎股","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","01816":"中广核电力","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","BK4207":"综合性银行","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK1125":"独立电力生产商与能源贸易商","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","BK1524":"核电","BK4585":"ETF&股票定投概念","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU0106831901.USD":"贝莱德世界金融基金A2","BK4534":"瑞士信贷持仓","BK1594":"碳中和概念股","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4566":"资本集团","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD"},"translate_title":"Changes in Hong Kong stocks | CGN Power (01816) fell more than 4% in the afternoon. Citigroup said there was no power shortage in China. Electricity prices in Guangdong Province may be lower than expected","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"01816":1.5},"content_text":"智通财经APP获悉，中广核电力(01816)午后跌超4%，截至发稿，跌4.49%，报2.98港元，成交额港2.46亿港元。花旗发布研报称，虽然全球股市对核电相关投资概念变得更为乐观，但维持对中广核电力“沽售”评级，因中国目前并无电力短缺情况。该行指，中广核电力在广东省(贡献其70-80%总盈利)的电价可能低于预期，因为竞争加剧，公司宣布将在当地电力销售中承担更多销售及分销成本；预计2026年单位铀燃料成本将按年上升，虽然升幅可能有限，因今年仅需更换25%的铀燃料。中金则表示，中广核电力去年总发电量按年增2%至2470亿度，总上网电量按年增2.36%至2326亿度。报告提及，广东电量电价落地、符合预期，省内核电盈利见底回升。中金表示，考虑到惠州核电资产交割，惠州1-2号有望今年投产贡献增量，上调集团今年盈测2.5%至103亿元，引入2027年盈利115亿元。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"economic","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2603661774","isCrawlerRequest":true}

港股异动 | 中广核电力(01816)午后跌超4% 花旗称中国未见电力短缺 广东省电价或低于预期

精彩评论

港股异动 | 中广核电力(01816)午后跌超4% 花旗称中国未见电力短缺广东省电价或低于预期