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中銀國際:下調今年電力需求增長預測 首選華潤電力(0836.HK)
格隆匯 02-13 16:19

中銀國際研報指,從電力消費數據而言,隨着地方政府實施嚴格檢疫政策以遏制新冠病毒的傳播,大多數省市的正式復工日期已過去三天,但沿海地區的電力需求並未上升。沿海主要電廠煤炭日用量週三仍為37.24萬噸,接近一年來最低水平,預計沿海省份謹慎的檢疫政策還會持續一到兩週,因此中國今年第一季度電力需求或按年持平,隨後的幾個季度以約5%的速度增長。

中銀國際預期,由於政府表示決心實現經濟目標,今年稍後時間的建築強勁復甦或可彌補第一季度需求的損失。將今年電力需求按年增速預測從3.8%下調至3.6%,估計新增需求中,清潔能源將佔近半。維持對電力行業的“增持”評級,首選華潤電力(0836.HK)。

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