大行評級|花旗:維持龍源電力“買入”評級 內地風電行業首選金風科技
花旗研究報吿表示,龍源電力宣佈從母企收購八家可再生能源公司,涉及裝機容量達203.29萬千瓦,合併容量增長4.9%,收購價格看起來相對便宜。由於部分公司仍在建設中,其未來的純利仍尚不確定。該行假設在投產後,這些公司將推動龍源純利增長約3%。該行認為,這筆收購可能會對每股盈利產生積極影響,因為16.86億元的對價主要將通過債務融資,而且龍源電力在2024年上半年的平均債務成本較低,為2.6%。該行維持其評級為“買入”,目標價6.8港元。該行提出,公司將在下週公佈第三季業績,料純利會按年跌1.8%至12.32億元人民幣,原因是風電場的利用率按年下降1.4%和上網風電價格按年下降7%。該行稱,在內地風電行業,其首選是金風科技,評級“買入”。
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