智通财经APP获悉，美银证券发布研报称，下调华能国际电力股份(00902)今明两年盈利预测平均6.4%，基于可再生能源电价下降，火电利用小时同比下降5%及单位燃料成本同比降幅收窄至9%，但由较低的税务支出部分抵消。该行对华能H股目标价由5.5港元降至5.2港元，目标今年市账率维持1.1倍，评级“买入”，认为其今年7%的股息率预测具吸引力。
该行又指，在华能业绩简报会后，确认对煤炭价格下跌推动火电复苏的看法。虽然华能的风能和太阳能板块因近期政策变化或面临较大不确定性，但两者仅占去年税前溢利约10%，且华能将在5月底前安装70%的目标可再生能源容量以减轻影响。
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