港股异动 | 中广核矿业(01164)早盘涨超4% 煤电逐步转向调节性电源 核电行业回报已周期向上
中广核矿业(01164)早盘涨超4%，截至发稿，涨1.81%，报1.69港元，成交额1272.93万港元。
消息面上，中信证券研报指出，核电股东回报在下行周期相比全社会平均回报而言仍有优势，且随着外部环境变化，核电行业回报已周期向上。
该行指出，煤电逐步转向调节性电源，可扮演基荷的核电在电力系统中重要性上升，核电长期成长周期打开，预计核电在总电量中占比将自2022年4.8%增至2060年17.0%。剔除在建工程影响后的核电投入资本回报率约7%~8%，高ROIC助成长周期增值效果显著。
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