智通财经APP获悉，花旗发布研报称，上调华能国际电力股份(00902)目标价14.8%，从5.4港元升至6.2港元，亦上调对该公司A股(600011.SH)目标价14%至8.8元人民币，重申“买入”评级。
花旗指，华能国际电力股份2025年上半年以及第二季度盈利好于初步业绩，主要受惠于煤炭成本低于预期。该行预计未来12-18个月现货煤价将因需求下降而进一步下跌，足以抵消煤炭行业供给侧改革带来的潜在收益。该公司由于自由现金流的增长，从而增加派息比率。由于煤炭成本下降，该行对该公司2025-2027年纯利预测19-23%，H股股息率7.8%、A股股息率5.1%具有吸引力。
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