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《大行报告》里昂升中广核电力(01816.HK)评级至「跑赢大市」目标价上调至2.4元
阿思达克 06-12 14:54

里昂发表研究报告,指中广核电力(01816.HK)目前预期近期的上网电价调整无大影响,盈利能力料可维持平稳,并高於平均水平,相信有力今明两年增加每股派息。报告称,建筑中项目正按时间表推进;里昂重申核电是中国改变能源组合的重要支柱,升目标价4%,由2.3元至2.4元;考虑公司具备防守性质,投资评级由「跑输大市」升至「跑赢大市」。

该行指,发改委近月计划降低工商业用户的电价10%,即增值税减免的好处已转嫁予终端用户,故对公司无大影响。另今年较後时间,中广核电力两个新项目将投入运作,届时会为公司带来更多的经营现金流,有助公司稳定增加派息,料今明两年每股派息分别增5.3%及7.4%。

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