花旗发表报告指，润电(00836.HK) 去年业绩有好有坏，煤炭成本下调、火电业务带来好消息，但可再生能源业务方面，电价和利用率下降导致利润下调，而新增产能无法抵消，该行预期这一趋势将在今年持续。
由于更多可再生能源电价下调，花旗对润电2025至2026年净利润预测减少4.9至8.8%。目标价降15%至23元。由于该股估值不昂贵，维持“买入”评级。可再生能源业务A股分拆将有利于重评。(ha/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-20 16:25。)
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.