大唐新能源、龙源电力:评级上调 目标价升

和讯网
14 Feb

【2 月 14 日,大和发表研究报告称】在去年末季至今年首季煤价持续回调下,燃煤发电单位利润扩张,煤电公司盈利或带来惊喜,并跑赢整体能源板块。其最新偏好排序首选煤电,其次是水力及可再生能源,最后是核能。在政策支持及估值低企下,该行现在对独立发电厂更有信心。大和对大唐新能源及龙源电力的悲观程度减少,两企估值相当于预测今年市账率介乎 0.6 倍至 0.7 倍,估值趋合理,两企评级各由“跑输大市”升至“...

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