大行評級|花旗:對中國電力開啟90日上行催化觀察 目標價4.3港元
花旗發表報吿,對中國電力開啟90日上行催化觀察,評級“買入”,目標價4.3港元。該行指與中國電力舉行了投資者會議,預計公司將受惠於中國電力行業改革,這些改革可能會在7月15日至18日舉行的三中全會上公佈,支持更多的可再生能源電力消費,並鼓勵更多的相關設備。同時預計受強勁的水電業業務表現推動,公司上半年淨利潤強勁增長62%至27.14億元。
花旗預計,中國電力將加快清潔能源的擴張,到2025年實現90%的清潔能源產能組合,而2023年僅為75%,認為可以通過潛在的母公司資產注入來實現。至於公司今年新建項目的資本支出可能會減至300億元以下,預計新項目將實現10%的內部回報率。
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