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　　大和发布研报称，将华能国际电力股份（00902）的评级由“持有”升至“跑赢大市”，维持目标价5港元。该行指出，公司去年第四季实现收支平衡，超出市场预期。在煤价调整下，预计今年的点火价差将同比升6%，至每兆瓦时131元人民币。据该行推算，单位燃料价格每跌1%会提振每股盈利3%至5%。

　　该行表示，尽管国家发改委公布的新分成合同可能为电价下行提供支撑，但华能国际的可再生能源电价在今年仍可能保持下行趋势，同比下降2%至3%。2024年前九个月，风能和太阳能已占公司盈利50%，预计2025年火电利润增长可能会部分被可再生能源盈利疲软所抵消。

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