《大行》交银国际降中国电力(02380.HK)目标价至3.72元 评级“买入”

阿斯达克财经
07 Mar

交银国际发表报告指,中国电力国际(02380.HK) 将于3月21日公布2024全年业绩,因风电及光伏发电量略低于预期,该行下调2024年盈利预测9.5%至40.7亿元人民币,按年上升53%。
报告指,考虑2025年火电长协电价预期的变动及风光项目利用率调整,下调2025年盈利预测22.2%。以分部估值得出的目标价因此由原先4.56港元调低至3.72港元。虽然盈利预测有所下调,但公司2024/25年超过7%的股息率仍具吸引力,维持“买入”评级。(ha/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-06 16:25。)

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