美银证券:升龙源电力目标价至5.7港元 维持“跑输大市”评级

智通财经
01 Apr

智通财经APP获悉,美银证券发布研报称,龙源电力(00916)第四季度风电费率激增归因于高电费率地区的电力组合增加。该行怀疑这是否可持续,并认为这一上升趋势与行业趋势不一致。鉴于2025-27年盈利前景平平,该行认为龙源的合理市账率在历史范围低端0.6倍,相比当前为0.65倍。该行将2025-26年的盈利预测平均上调15%,反映去年更高的电费率基准,以及2024至2026年较低的人员工资成本。...

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