智通财经APP获悉，大和发布研究报告称，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，现在对独立发电厂更有信心。大和对大唐新能源(01798)及龙源电力(00916)的悲观程度减少，两企评级各由“跑输大市”升至“持有”，大唐新能源目标价由1.8港元升至2.1港元，龙源目标价则由6.1港元升至6.5港元。
此外，该行还喜好华能国际电力股份(00902)及浙能电力(600023.SH)，评级均为“持有”，目标价分别5港元及5.4元人民币。该行最看好中国电力(02380)，评级“买入”，目标价4.3港元。
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