《大行》交银国际料润电(00836.HK)去年核心盈利增约16% 维持“买入”评级

阿斯达克财经
Mar 17, 2025

交银国际发表报告指,华润电力(00836.HK) 将会在3月20日公布2024全年业绩,经财务模型调整后,估计2024年公司核心盈利按年增长15.7%至127亿元。考虑到2025年风光项目限电率以及市场化交易量按年上升,同时火电点火价差预期按年下降,下调了公司风光项目利用率与平均电价1至2百分点。因此下调 2025和2026年盈利预测22%和21%。该行以分部估值法得出的目标价下调至23.1元,...

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