《大行报告》里昂上调中广核电力(01816.HK)目标价至2.2元 评级「买入」
里昂发表的研究报告指,核能是内地减碳的重要支柱之一,考虑到煤电最终将被取缔,该行相信核电特别有利於冬季能源供应及供热,认为中广核电力(01816.HK)长期增长具可见性,将2021-22年盈利预测升4-5%,目标价由2.1元升至2.2元,重申「买入」评级。
该行指出核能可靠性高,内地冬天水力发电资源相对较少,而太阳能发电时间亦较短,所以核能可支持当地冬季能源供应及供热,而核能生产氢亦可用於高温工业应用。
政府目标在2025年前将核电安装产能升至70吉瓦,估计到2030年将增至100吉瓦,而中国亦计划在十四五期间每年批出6-8所核能发电站,意味中广核在扩张方面有较高可见性,而公司亦料资本开支可控,新批项目能取得合理回报。(el/u) ~
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