大和预期，中广核电力(01816)明年每股盈利亦会受到影响，将下跌3.8%至8.9分人民币，意味股息率约3.4%。然而，与国内10年期国库债券利率之间的收益率差距，加上电价结果不确定性移除，对部分长期基金来说或仍有一定的吸引力。Guangdong Province has announced the long-term electricity price results for next year, with an average price of 391.9 yuan per megawatt hour, a decrease of 15.9% year-on-year.
According to the Zhitong Finance APP, Daiwa published a research report stating that Guangdong Province announced the long-term electricity price results for next year, with an average price of 391.9 yuan per megawatt-hour, a year-on-year decrease of 15.9%, and a discount of 13.5% compared to the local benchmark electricity price.
Although the market had a lot of negative expectations previously, the results are likely to differ significantly from market expectations, and the outlook for local coal-fired power plants is not optimistic, as a large-scale electricity price reduction could offset all unit profits for next year.
Daiwa expects that CGN POWER (01816) will also be affected by next year's earnings per share, which will fall by 3.8% to 0.089 yuan, implying a dividend yield of about 3.4%. However, the yield gap with domestic 10-year treasury bond rates, along with the removal of uncertainty regarding electricity prices, may still present some appeal for certain long-term Funds.
