摩根士丹利:下调中广核电力目标价14% 维持“增持”评级

美港电讯
09 Jan

【摩根士丹利:下调中广核电力目标价14% 维持“增持”评级】金十数据1月9日讯,摩根士丹利发报告指,下调中广核电力(01816.HK)目标价13.6%,从3.69港元降至3.19港元,维持“增持”的投资评级。大摩指,2025年广东市场电价最终确定为约0.35元人民币/千瓦时,低于其之前的预测。该行将对中广核2025年及2026年每股盈利预测分别下调14%及12%,从而反映对盈利带来的影响。鉴于低于预期的交易额,故将2024年电价预测下调2%。今年初,中广核已按约0.35元人民币的市场价格锁定320亿千瓦时的电量,因此大摩认为,月度交易对今年剩余时间的影响将有限。

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