智通财经APP获悉，美银证券发布研报称，与华电国际电力股份(01071)管理层的讨论确认了该行对上半年火电业务复苏的看法。公司录得最少年度合约电价下调，为每千瓦时1.2分人民币，而同业则为每千瓦时2至3分人民币。此外，公司40%以上的燃煤发电容量位于山东，该地区的高现货电价也可部分抵销月度合约的潜在疲弱。考虑到估值不高仅相当于预测2025年市账率0.87倍，及5.2%的股息率，重申“买入”评级，目标价由5.1港元降至4.9港元。
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