《大行報告》美銀證券上調龍源電力(00916.HK)目標價至6.8元 維持「買入」評級
美銀證券發表報告表示,在疲弱風速下,龍源電力(00916.HK)9月份風電場利用小時按年跌7.1%,首九個月則累升1.5%,月內棄風率為4.3%,而去年同期為3.94%;該行下調其今年度利用小時預測1.3%至2,242小時,相對於公司全年目標為約2,200小時。
該行補充,看好龍源於2014年風能/太陽能發電產能增加及市場份額上升下,且可再生能源成本達到燃煤電網後,燃煤成本於2025年將進一步減少15.4%。該行調整其2020至2021年度盈利預測,分別為下調3.5%及上調5.4%,目標價由6.55元升至6.8元,維持「買入」評級。
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