高盛指，神华(01088.HK) 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元下调至29.5元。(fc/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-25 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.