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《大行報告》美銀證券上調中國電力(02380.HK)目標價至1.95元 評級「中性」
阿思達克 03-24 11:20
美銀證券發表研究報告,指中國電力(02380.HK)未能就2021至25年擴產有最終定案,但再生能源,特別是太陽能會是主要發展方向。公司計劃增加大型的再生能源項目及維持派息比率在50%。

該行指,公司的再生能源資本開支,料將提升明年負債比率至70%,同時預期市場定價的組合將進一步令煤電價格下降。去年經常性每股盈利按年升22.7%,勝預期。

該行估算公司資本開支4,660億元人民幣,相信公司低成本和具經驗的定位,有助增加可再生能源產能,從而遏制排放,目標價由1.7元升至1.95元,重申「中性」評級。

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