《大行》美银证券升华电(01071.HK)目标价至3.7元兼上调盈测 料短期盈利承压重申“跑输大市”

阿斯达克财经
Sep 08

美银证券发表报告,指华电(01071.HK) 短期盈利仍面临煤价上涨压力,美银证券重申“跑输大市”评级,但上调H股目标价,由3.5港元升至3.7港元,A股目标价同步由4.1元人民币上调至4.3元人民币,以反映优于预期的电价水平、融资成本下滑及碳交易收入增加。该行指,第二季电价改善主要受现货及月度市场电价随煤价上升,以及容量电价收入摊分于较低发电量所带动;山东仍是内地最成熟电力市场,电价与现货联动...

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