《大行》汇丰研究降中广核电力(01816.HK)目标价至3元 盈利风险仍在维持“持有”评级

阿斯达克财经
08 Jan

汇丰研究的报告指,中广核电力(01816.HK) 去年的电力生产在利用率更高及新产能推动下符合预期,可继续为增长提供支持。惟电力合约的重新定价逊预期,广东的长期购电协议录得中十位数的跌幅。该行指,公司的盈利风险仍在,将目标价由3.1元降至3元,维持“持有”评级。
该行下调对公司2025年至2026年的盈利预测1%,暗示在考虑注入资产之前,预计的盈利按年跌2%至增长1%,而且关于收费的下行风险仍然存在。(vc/u)

(港股报价延迟最少十五分钟。沽空资料截至 2025-01-07 16:25。)

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