研报掘金丨华源证券：维持中国广核“买入”评级，期待核电电价改革政策落地

格隆汇08-31

华源证券研报指出，中国广核Q2业绩表现超预期，期待核电电价改革政策落地。2026h1公司实现归母净利润61.05亿元（同比+2.66%），对应2026Q2实现归母净利润33.64亿元（同比+15.06%、环比+22.75%），超出市场预期。防城港机组盈利修复+新投产机组盈利水平较高，公司Q2业绩亮眼。年内新增投产3台机组，预计将贡献较高利润；在建装机约22GW，2026-2031年陆续投产贡献利润...

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