美银上调对中国电力(02380.HK) 目标价，由3.1元上调至3.5元，并重申“中性”评级。该行下调对公司今年至2027年盈利预测平均2%，反映低于预期的电价，但预测今年盈利将按年基本保持稳定。该行表示，他们参访中国电力持有50%权益的江苏常熟电厂。管理层预计明年江苏省年度长约每度电电价将下降5至6分人民币，主要因为煤价下跌及容量电价上升。该电厂计划将年度长约比例从76%降至50%，并增加现货...
Source Link美银上调对中国电力(02380.HK) 目标价，由3.1元上调至3.5元，并重申“中性”评级。该行下调对公司今年至2027年盈利预测平均2%，反映低于预期的电价，但预测今年盈利将按年基本保持稳定。该行表示，他们参访中国电力持有50%权益的江苏常熟电厂。管理层预计明年江苏省年度长约每度电电价将下降5至6分人民币，主要因为煤价下跌及容量电价上升。该电厂计划将年度长约比例从76%降至50%，并增加现货...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.