《大行》美银料中电(00002.HK)可受惠于HIBOR回落 维持目标价68.7元

阿斯达克财经
04 Jun

美银证券发表研究报告指,目前估计香港银行同业拆息(HIBOR)将长期维持于较低水平,相信中电(00002.HK) 可从中受惠,或能节省约5亿元融资成本。美银指出,中电拥有约520亿元债务,当中约一半为浮动利率,与一个月及三个月HIBOR挂钩,估算HIBOR每下降1个百分点,中电全年每股盈利将提升2%。

然而考虑到煤炭成本上涨、Energy Australia面对的竞争加剧,以及阳江核电站电价下调等影响,可能抵消HIBOR下跌的利好,经营压力仍然存在,美银预测中电2025财年核心利润将按年持平,令全年股息增长存在不确定性,维持目标价为68.7元,并重申“中性”评级。(gc/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-03 16:25。)

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