中国电力(2380.HK):预期2024全年盈利上升53% 7%以上的股息率仍吸引

交银国际
07 Mar

公司将会在3 月21 日公布2024 全年业绩。因2024 年风电及光伏发电量略低于预期,同时考虑2025 年火电长协电价预期的变动及风光项目利用率调整,我们下调2024/25 年盈利预测9.5%/22.2%,以分部估值得出的目标价因此下调至3.72 港元。虽然盈利预测有所下调,但公司2024/25 年超过7%的股息率仍具吸引力,维持买入评级。公司2024 年发电量同比上升18.6%,大致符合我们...

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