《大行》汇丰研究下调对华能国电(00902.HK)及华电国际(01071.HK)评级持“持有” 上调润电(00836.HK)及龙源(00916.HK)目标价

阿斯达克财经
Jul 11, 2025

汇丰环球研究指,内地煤炭现货价格在上半年快速下跌后已触底,认为燃煤独立发电企业利润率扩张故事已基本结束,预计华能国电(00902.HK) 和华电国际(01071.HK) 在第二季业绩公布期间继续面临获利了结压力;市场对电价前景疲软的担忧将持续至年底。该行下调对两股投资评级至“持有”,目标价分别为5.1元及5元。该行更看好润电(00836.HK) 及龙源(00916.HK) 。润电为该行首选独立发电...

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