智通财经APP获悉,摩根大通发布研报称,考虑到华润电力(00836)燃料成本下降幅度超出预期,上调集团2025财年的盈测4%。至于2026财年,即使煤炭价格低迷,但考虑电价下降幅度更大,对其盈测下调9%。该行上调对其新能源业务板块目标估值倍数,目标市账率由原先0.7倍上调至0.8倍,目标价相应由20.5港元上调至21.5港元,维持“增持”评级。
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