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《大行報告》花旗降龍源電力(00916.HK)評級至「沽售」 目標價6.35元
阿思達克 12-08 10:41
花旗發表報告指,龍源電力(00916.HK)近期的股價持續上升,相信是反映集團的產能有高增長,料由今年的20吉瓦,倍翻至2025年的40吉瓦。

不過,該行憂慮由於電網平價,集團明年新項目的回報會減少;今年的電費補貼收款較一年前為少;及在私有化方面沒有上升空間。

花旗下調龍源電力股份評級,由「買入」降至「沽售」,目標價維持6.35元。於中國風電行業中,該行喜好設備製造商金風科技(02208.HK),預期內地電廠公布積極增加風力發電產能的計劃,可成金風的正面催化劑。

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