交银国际:上调中国电力目标价至3.77港元 上调今明两年盈利预测

美港电讯
29 May

【交银国际:上调中国电力目标价至3.77港元 上调今明两年盈利预测】金十数据5月29日讯,交银国际发表报告表示,中国电力(02380.HK)首四月总发电量按年微升0.3%,其中,风电、光伏发电量按年分别上升32.1%、13.6%,水电受4月来水量波动影响,单月发电量按年、按月分别下降53.3%、26.5%。该行认为,今年二季度内,内地动力煤价(港口及内陆地区)较3月底水平下跌超7%,预计公司上半年火电点价差或高于预期约2%,因此上调2025至2026年盈利预测1.0%、1.4%,目标价从3.51港元上调至3.77港元,维持“买入”评级。

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