《大行》汇研升中广核电力(01816.HK)评级至“买入” 目标价上调至4.1元

阿斯达克财经
Yesterday

汇丰研究发表研究报告指,辽宁省发改委宣布,该省核电厂将于2026年加入差价合约(CfD)机制,从而改善中广核电力(01816.HK) 盈利能力,尤其能源价格走弱的时候。同时,该行认为,核电表现应该会优于其他能源,尤其是在当地燃煤发电公司签署的购电协议(PPA)中,电力价格预计在2026年下降超过20%。该行指,将今年及明年价格预测分别调高6%和5%,同时将集团各年盈利预测分别上调6%及3%,同时将...

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