龙源电力(00916)早盘上涨2.82%,现报6.92港元,成交额1.40亿港元。
12月17日,标普确认龙源电力“A-”长期发行人信用评级,评级展望“稳定”反映了国家能源集团稳定的信用质量,预计龙源电力将在未来两年内保持其在集团内的关键地位。该行指出,公司在国家能源集团的能源转型中发挥着重要作用,有望在2024年建设10吉瓦(GW)的可再生能源装机容量,并增加7.5 GW的运营项目。该公司计划到2025年拥有50 GW的累计可再生能源装机容量,五年复合年增长率为17%。
标普续指,公司资本支出将保持高位,但融资成本较低。该行估计,2024年至2025年,该公司的年度资本支出将达到340亿至350亿元人民币,其中大部分将由债务融资。鉴于中国的低利率和海外潜在的降息,龙源电力的FFO现金利息覆盖率在此期间可能保持在5.0倍左右。
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