花旗发表报告,指中电控股(00002.HK) 在2024年盈利按年增长76.4%,达到117.42亿元,超出市场预期3.1%。剔除一次性项目后,去公允价值变动的经营溢利增长8.1%,达到109.49亿港元,主要受以下因素驱动:香港的营运稳定,产生88.95亿元的盈利,占总盈利的76%;澳洲业务盈利转为正数,去年实现5.91亿元的经营溢利,受益于能源业务的更高贡献,因为实现价格上升和Mount Piper发电站的发电量增加,这得益于更稳定的煤炭供应,部分被更高的燃料成本抵消;中国内地的利润下降10.7%,降至18.51亿港元,主要因为核电的贡献减少。
该行表示,中电2024年每股股息增长1.6%,达到3.15元,属2020年以来首次增派息,带来正面惊喜;其中2024年第四季度的股息为1.26元,增长4.1%。评级“买入”,目标价80元。(ad/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-24 16:25。)
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