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《大行報告》瑞銀降中廣核電力(01816.HK)評級至「中性」 目標價上調至2.3元
阿思達克 02-11 10:01
瑞銀發表研究報告認為,中廣核電力(01816.HK)的核電產能年均複合增長率,由「十三五」規劃(2016至2020年)的8%,放緩至「十四五」規劃(2021至2025年)的4%。核電電費相比起火電或綠色電力電費並無實質優勢。而核電的利用小時數於2021年已達致上限水平。 該行將中廣核電力2021至2023年的每股盈利預測,分別上調11%、9%及3%,以反映其2021年發電量增長8%,高過該行預期的3%。另將其2022/2023年的利用率預測,由7,400小時提高至7,650小時。惟對其2021至2023年的產能增加預測由6,576兆瓦,下調48%至3,418兆瓦。估計公司2021至2023年的盈利增長基本持平。 瑞銀將中廣核電力的評級由「買入」下調至「中性」,目標價由2.2元上調至2.3元。
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