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大摩:升中廣核(1816.HK)及港燈(02638.HK)評級至“增持”
格隆匯 10-15 14:00

摩根士丹利發表研究報告,指粵港澳大灣區將會成為中國減少碳排放及空氣質量領先的地區。該行預期,在2035年前清潔能源將佔大灣區的裝機容量80%,遠高於中國的65%平均值。

該行指,大灣區如今有32GW的煤電產能,並計劃到2032年減少31%至22GW。撇除煤碳,核電及進口水電是最具競爭力的能源,預計核電及水電進口將分別增長180%及50%。

另大摩稱,香港計劃在2050年前實現脱碳目標,要求八成採用清潔能源,而從廣東進口核電是唯一可行的選擇,預期中電(00002.HK)將會從2025年開始進口更多電力,而港燈電力投資(02638.HK)將通過海底電力線與廣東省核電廠連接。

報告將中廣核電力(01816.HK)投資評級,由“減持”提升至“增持”;另將港燈的投資評級,由“與大市同步”提升至“增持”。該行並重新覆蓋長江基建(01038.HK)及電能(00006.HK),均予“與大市同步”評級。

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