中金发表研报指，信义能源(03868.HK) 2024财年营业收入按年增长7%；归母净利润按年减少12%，跌幅较2024财年上半年收窄，业绩表现符合该行预期。
中金提及，考虑到收购计划及光伏电价的不确定性，因而将信义能源2025财年营收预测下调20%至23.94亿元人民币。由于高息贷款置换接近尾声，股息预缴税和财务成本有望压降，部分抵销营收下滑影响，故下调2025财年盈利预测4%至9.49亿元人民币，并引入2026财年盈利预测为10.16亿元人民币。
中金维持对信义能源的“中性”评级，目标价下调7%至0.96元。(js/j)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-03 12:25。)
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