金吾财讯 | 交银国际研报指，京能清洁能源(00579)2025年1季度盈利同比微降2.7%，该行认为当中一次性的影响较多。事实上公司毛利同比增长11%，该行认为是公司风/光的新增装机推动盈利增长。公司在4月定出2025-27年的分红政策，公司给出2025-27年分红比率为可供分配利润的42%/44%/46%的新政策，大超市场预期。该行目前上调公司2025-27年每股分红预期至0.18/0.21/0.24元。因公司给出超预期的分红政策，该行提升公司估值至2025年6.5倍市盈率（原为5.4倍），以反映公司对投资者回报重视，应持续推动估值提升，目标价上调至3.03港元，维持买入评级。
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