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　　交银国际发布研报称，维持信义能源（03868）“买入”评级，将目标价由1.02港元上调至1.17港元。信义能源去年实现收入24.4亿元人民币、净利润7.91亿元人民币，同比分别增长7%和下跌12%，剔除3800万元人民币商誉减值后，核心业绩优于该行预期约4%。

　　交银国际指出，核心业绩超预期主要是由于下半年弃光率下降等因素推动售电量超预期。国家对新能源电量及电价改革的新政有望保障公司存量项目电价在此前快速下降后趋稳，降低盈利不确定性。由于公司盈利确定性改善及市场整体估值提高，该行将估值基准由8.5倍2025年市盈率提高至9.5倍。公司目前2025年股息率高达7.7%，该行认为其估值吸引。

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