智通财经APP获悉，摩根士丹利发布研报称，中电控股(00002)中期净利润为56亿港元，较去年上半年的60亿港元下降6%。 不包括EnergyAustralia的3500万港元公允价值损失(2024年上半年为1.72亿港元收益)，营运盈利为52亿港元，同比下降8%。除香港外，所有地区的营运盈利均录得负增长，而中电今年上半年每股股息为1.26港元，同比持平。该行维持中电“与大市同步”评级及目标价69港元。
该行指，中电旗下中国香港业务中期营运盈利46亿元同比增长6%，但中国内地营运盈利8.7亿元同比下降12%，原因包括：1)阳江电价较低影响盈利; 2)今年上半年风力资源较弱导致可再生能源发电量下降。大摩表示，澳洲业务营运盈利1.67亿元，同比下降73%，原因包括：1)零售竞争激烈导致利润率压力; 2)2024年煤炭补偿结束导致煤炭成本上升; 3)澳洲新南韦尔斯省Mount Piper燃煤电厂和Yallourn因停电导致发电量减少。
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