《大行》汇丰研究升华能国际(00902.HK)评级至“买入” 目标价升至5.1元

阿斯达克财经
Mar 11, 2025

汇丰研究的报告指,华能国际(00902.HK) 去年的纯利应与该行预计的81亿元人民币相符,主要下行风险为潜在的减值。今年的盈利展望变得更明朗,对于电价的顾虑已大致反映,加上电力市场价格和天然气成本之间的价差(Dark Spread)持续扩张,预期今年会录得按年26%的盈利增长。该行将公司H股目标价由4.3元升至5.1元,评级由“持有”升至“买入”。汇丰研究表示,内地煤价跌幅比其预期快,因需求疲弱...

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