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交銀國際:昇華潤電力(0836.HK)目標價至13.57港元 予“買入”評級
格隆匯 12-13 17:11

交銀國際發表報告,將華潤電力(0836.HK)的目標價由11.89港元上調至13.57港元,重申給予其“買入”評級。

今年前11個月,華潤電力的電力總銷量達到17147吉瓦,同比增長了14.7%,環比增長16.9%。其中,火電和風電分別同比增長8%、53.1%。交銀國際稱,在瞭解了華潤電力的最新狀況後,對該公司在2019及2020年風電新增裝機容量達到1及1.7吉瓦的目標有信心。

從長遠來看,新能源佔比提升疊加華潤電力自身的直供電佔比較高,交銀國際認為華潤電力的電價壓力比其他四家獨立發電的企業小。

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