《大行》美银证券调整内地电力股目标价 板块中最偏好水电 华电(01071.HK)评级降至“跑输大市”

阿斯达克财经
Apr 09

美银证券研报指出,内地独立发电商公布2025财年业绩后,证实该行对上网电价及利用小时数下降的担忧。美银证券偏好水电>核电>风电/太阳能>燃煤独立发电商,并因煤炭成本上升将华电(01071.HK) 的评级下调至“跑输大市”。该行表示,风电供应链持续受惠于高利润出口业务的增长,从而支持美银证券对东方电缆(603606.SH) 的“买入”评级,以及近期对金风(02208.HK) 的评级上调至“买入”。亦...

Source Link

Disclaimer: 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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10