《大行》大摩降中广核电力(01816.HK)目标价至3.19元 2025年广东市场电价低于预期

阿斯达克财经
09 Jan

摩根士丹利报告指,广东今年市场电价为每度电0.35元人民币,低于该行早前预测,该行下调对中广核电力(01816.HK) 今明两年每股盈利预测14%及12%,反映对盈利的影响。该行亦下调对公司去年电费收入估算2%,基于每月交易量低于预期。
该行又指,公司今年初已把320亿度电的电价锁定在每度约0.35元人民币,预期今年余下时间的每月交易量对收入影响有限。

该行把中广核电力目标价由3.69元降至3.19元,目标预测市盈率维持13倍,投资评级“增持”。(fc/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-08 16:25。)

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