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大摩:上調中廣核(1816.HK)及港燈(2638.HK)目標價 受惠大灣區向低碳轉型
格隆匯 10-14 14:57

摩根士丹利發表研究報告指,核能是中國大灣區向低碳轉型的最佳選擇,故將中廣核電力H股(1816.HK)及港燈(2638.HK)評級上調至“增持,並將中廣核電力H股目標價上調四成至2.52港元,而港燈目標價則上調23%至8.6港元。

報告指出,大灣區將是中國減少碳排放和提高空氣質量的領先區域,預計到2035年清潔能源將佔大灣區裝機量八成,遠高於中國平均水平65%。報告又估計,核能將在2020年開始復升,至2035年大灣區核能產能或將提升180%,預計隨着核電機組批准加速,核能將在新的市場結構中擁有競爭力,而中廣核電力將是主要受益者。

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