智通财经APP获悉,高盛发布研报称,中国神华(01088)去年净利润超出该行及市场预期,股息每股2.26元人民币,按国际财务报告准则计算的派息比率为72%,高于2023年的70%。该行下调神华今明两年盈利预测5%至7%,反映较低的煤炭价格假设以及较弱的煤电价格,部分被较预期好的成本控制抵销。该行预计稳健经营现金流和持续强劲的资产负债表,将支持神华维持70%的派息率,对应收益率7.2厘。该行维持对神华“中性”评级,目标价从30港元下调至29.5港元。
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