美银证券表示,龙源电力(00916.HK) 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。尽管如此,该行上调了2025至2026年的盈利预测,以反映风能和太阳能单位息税前利润下降幅度较小,约为每年每千瓦时2分人民币,但该行的预测仍比市场预测低约11%。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,...
Source Link美银证券表示,龙源电力(00916.HK) 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。尽管如此,该行上调了2025至2026年的盈利预测,以反映风能和太阳能单位息税前利润下降幅度较小,约为每年每千瓦时2分人民币,但该行的预测仍比市场预测低约11%。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,...
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