花旗发表报告指，信义能源(03868.HK) 于去年录得净利润7.91亿人民币，按年下跌12%，其中下半年录得净利润4.27亿，按年上升7.3%。由于电网削减较上半年为少，去年下半年毛利率按年改善1.1个百分点，按季改善2.5个百分点至66.7%。
花旗指，由于信义能源于去年将大部分银行借款再融资为人民币贷款，将其2025至2026年净利润预测上调7至9%，融资成本较低，但由于加权平均资本成本较高，目标价由0.9港元降至0.86港元。维持“中性”评级，因为在市场化销售改革下，其太阳能电价存在下行风险。(ha/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-28 16:25。)
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