《大行報告》匯豐研究料中資電力股下半年有支持 看好潤電(00836.HK)及中國電力(02380.HK)
匯豐研究發表研究報告指,今年度聯合國氣候變化大會及各國政策支持,加上綠色電力轉型具可持續性,料刺激內地電企行業重估,同時上調電價可能取得進展,預期下半年市場情緒向好。
該行指出,雖然中國煤炭價格居高不下,拖累中資電力企業上半年盈利表現,但股價自7月起上升22%至91%,認爲轉型至可再生能源及煤電價格上漲的預期驅動板塊向上。展望未來,該行認爲綠色電力轉型更具可持續性,市場對煤電資產ESG的擔憂則料繼續存在。
匯豐研究表示,繼續看好華潤電力(00836.HK)及中國電力(02380.HK),預期至2025年其可再生能源產能的比例分別達到61%及70%,將華潤電力目標價由19.5元上調至23.2元,中國電力由2.7元上調至4.4元。
該行對華能國電(00902.HK)及大唐發電(00991.HK)給予「持有」評級,認爲過渡進展緩慢;而華電國際(01071.HK)可再生能源增長空間有限,予「減持」評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.