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《大行報告》匯豐研究升中廣核電力(01816.HK)及京能清潔能源(00579.HK)評級至「買入」 上調目標價
匯豐環球研究發表報告指,近期中國出現電力短缺及供應限制問題,相信只要中國繼續將焦點放於減碳及價格改革,電力有關問題會是結構性多於暫時性。 該行認爲,面對供應短缺,中資公用股料會繼續受惠於在市場交易下更高水平及彈性的電價,而綠色電力如風電及太陽能的工業用戶需求高,估計會更爲受惠。 匯豐研究偏好有清晰綠色轉型計劃的公用股,並預期核電在電網的調度會提高,因核電是無排放,在目前環境下可替代煤電。 由於基本面受惠及有估值重評機會,該行將中廣核電力(01816.HK)及京能清潔能源(00579.HK)股份評級由「中性」升至「買入」;中廣核電力目標價由1.75元升至3元,京能清潔能源目標價由2元升至3.2元。匯豐仍然喜好中國電力(02380.HK),對其股份評級爲「買入」,目標價4.4元。
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