研报掘金丨长江证券：维持华电国际“买入”评级，电价强势部分缓解电量压力

格隆汇07-29

长江证券研报指出，华电国际2026年上半年累计完成发电量1,077.85亿千瓦时，较上年同期数据下降约10.65%；上半年本集团的平均上网电价约为人民币517.70 元/兆瓦时，较上年同期数据增长约人民币0.91元/兆瓦时，同比增长约0.18%。电价强势部分缓解电量压力，成本绿电恶化限制业绩预期。整体来看，二季度公司电量压力边际提升，但电价的强势表现预计一定程度缓解主业营收压力。燃料成本抬升限制...

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