美银证券发表研究报告指，中资电力股上半年业绩大致符合该行预期。该行对热能发电转持中性看法，因市场担忧电价下调压力将于9至12月浮现；现予华能国际电力“买入”评级，H股目标价由6港元上调至6.2港元。该行提及，燃煤及可再生能源收入下降打击华润电力，评级“中性”，目标价由20.2港元降至19.8港元。该行并降华电国际电力评级由“买入”下调至“中性”，H股目标价由4.9港元降至4.6港元，因忧虑电价下滑，行业进入季节性弱势，并或在供需关系转弱及风/光电价走低下加剧。不过，煤价趋稳及反内卷或带来一些支持。 美银对光大环境亦予“买入”评级，目标价5.3港元，上半年税前利润按年升23%，好过预期，自由现金流翻倍，资本开支指引清晰。该行予龙源电力“跑输大市”评级，目标价6港元，认为其上半年盈利下跌符合预期，会继续留意补贴征收情况和即将进行的省级电力招标。
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