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，因需求疲弱而跌至每吨700元人民币以下，料末来数月煤价会持续向下，今年上半年煤价或按年跌20%。该行认为面对疲软的煤市场，供应亦会相对调整，不过其对煤价的影响将会在下半年反映。(vc/u)
(港股报价延迟最少十五分钟。沽空资料截至 2025-03-10 16:25。)
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.