港股異動丨華能國際跌3.25% 股價創下逾八年新低
格隆匯2月24日丨華能國際電力股份(00902.HK)跌3.25%,報3.27港元,股價創下逾八年新低,總市值513.33億港元。大和上週發表的研究報告指,中國煤電行業受惠於增值税下調及去年單位燃料成本下降,有別於同業華電國際電力(1071.HK),華能(0902.HK)至今仍未發盈喜,雖然該行估算去年公司核心盈利將顯著向上,但認為實際其盈利將受減值損失拖累,而隨着新型冠狀病毒疫情爆發,估計將為能源需求、煤電使用等帶來負面影響,將華能評級由“跑贏大市”降至“持有”,目標價由4港元降至3.5港元。另外大和指出受今年新型冠狀病毒爆發影響,認為中國經濟壓力將拖累能源使用,加上今年風電及太陽能安裝增加,亦會影響到煤電的使用。受能源需求弱影響,加上新的電價政策料會為企業減輕能源開支負擔,故相信電價方面今年將見下行。
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