美银证券发表报告指，润电(00836.HK) 去年业绩符预期，但核心盈利因单位燃料成本上升而表现较弱。该行将公司2025至2026财年盈利预测下调3至5%，以计入较高的成本，但部分被较高的使用时数所抵销。考虑到2026年ROE为12.2%(原预测13%)，将目标价由21.1元调低至20.3元。因火电业务复苏较佳，且股息率约6%，美银证券重申对润电“中性”评级。但该行担心可再生能源的回报，导致整体...
Source Link美银证券发表报告指，润电(00836.HK) 去年业绩符预期，但核心盈利因单位燃料成本上升而表现较弱。该行将公司2025至2026财年盈利预测下调3至5%，以计入较高的成本，但部分被较高的使用时数所抵销。考虑到2026年ROE为12.2%(原预测13%)，将目标价由21.1元调低至20.3元。因火电业务复苏较佳，且股息率约6%，美银证券重申对润电“中性”评级。但该行担心可再生能源的回报，导致整体...
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