《大行報告》花旗下調潤電(00836.HK)目標價至8.6元 評級「中性」
花旗發表研究報告指,綜合產能、煤炭成本、匯率及利息成本後,將華潤電力(00836.HK)2020至2022年淨利潤預測下調1%。
報告指,華潤電力今年首十個月淨發電量為1.23億兆瓦時,按年增長1.9%,當中有85%來自火電廠,預期在當局2060年實現「碳中和」的提倡下,清潔能源替代傳統能源,火電的市場份額將因此下降。考慮到長遠計火電廠利用率會下降,該行將目標價下調17%至8.6元,維持「中性」評級。
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