智通财经APP获悉，大和发布研究报告称，展望明年，依次排序是核电/煤电/水电，最后为可再生能源。该行将中广核电力(01816)目标价由2.1港元升至2.9港元;及将华润电力(00836)评级由“跑输大市”升至“持有”，因利淡因素已见缓和及收益率达4%。
该行认为，行业当中水电估值偏高，需要较好的入市时机;可再生能源的利用率及电价下调仍然是问题。大和解释指，电力板块在首三季表现领先整体市场，受惠于这些股票在持续的“去风险”情绪下的防御性。但该行注意到自10月以来，投资者明显转向偏好风险。这种前景转变已导致资金从电力股流出至其他行业，该行认为此情况将持续至2025年。
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