中信证券：政策助电价早触底行业估值重拾扩张

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智通财经APP获悉，中信证券发布研报称，辽宁省推出核电机制电价政策，稳定省内核电回报的保障效果明显，后续其他沿海核电省份或将陆续跟进；通过政策有形之手稳定回报的趋势有望向其他区域和其他电源蔓延，政府态度正在从降发电侧电价转为稳定发电侧合理回报；该行测算虽然市场供需出清时点或在2028年左右，但政策保障料将助力行业电价底部提前出现，有助于电力行业基本面预期改善和整体估值扩张。中信证券主要观点如下：...

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中信证券：政策助电价早触底 行业估值重拾扩张

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中信证券：政策助电价早触底行业估值重拾扩张