华泰证券发表报告指,中电(00002.HK) 去年实现收入909.64亿元,按年增长4.4%;净利润117.42亿元,按年增长76.4%。去年下半年公司实现收入468.78亿元,按年增长6.9%;净利润57.91亿元,按年增长263.1%。去年每股派息3.15元,较2023年按年提升,股息率4.7%。
报告指,公司去年业绩超过该行预期,主要因为2023年亏损的澳洲子公司Energy Australia业绩显著修覆。鉴于公司兼备稳定型与增长型业务,分红可持续性高,看好公司未来业绩增长及分红提升的潜力,维持“买入”评级。目标价由78.58元升至79.37元。该行上调中电澳洲业务2025至2027年收入预测2.1%、2.1%及2.5%,料公司净利润达120.94亿、124.05亿及129.88亿元,按年增长3%、2.6%及4.7%。(ha/j)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-25 16:25。)
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