摩通发表报告，对中国火电公用事业转为更谨慎的看法，并将华润电力(00836.HK) 评级“增持”下调至“中性”，目标价由21.5元降至17元。维持对华能(00902.HK) “减持”评级，H股目标价由4.85降至4.5元。该行认为，取消电价下限可能导致2027年预期起的火电上网电价进一步下行，从而压缩该行所覆盖公司的利润率。虽然政府同时提到将完善容量电价机制，但该机制的力度、实施时点，以及是否足以...
Source Link摩通发表报告，对中国火电公用事业转为更谨慎的看法，并将华润电力(00836.HK) 评级“增持”下调至“中性”，目标价由21.5元降至17元。维持对华能(00902.HK) “减持”评级，H股目标价由4.85降至4.5元。该行认为，取消电价下限可能导致2027年预期起的火电上网电价进一步下行，从而压缩该行所覆盖公司的利润率。虽然政府同时提到将完善容量电价机制，但该机制的力度、实施时点，以及是否足以...
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.