《大行報告》招銀國際首予潤電(00836.HK)「買入」評級 目標價23.2元
招銀國際發表研究報告指,華潤電力(00836.HK)今年計劃達成實現新增風電、太陽能裝機產能7,000兆瓦。該行預計,集團將新增太陽能裝機產能3,850兆瓦,風電產能則為3,150兆瓦,指上游成本下降增加裝機意願。
此外,華潤電力宣布將新能源業務分拆至A股亦將釋放估值。該行又認為,今年火電業務利潤將有改善,主要是由於煤炭簽訂長期合同;進口煤炭價格下降;電力市場改革利好火電電價。
該行指,華潤電力的市淨率低於同行歷史平均水平,估值具有吸引力,首予目標價23.2元,評級為「買入」。
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