港股異動 | 中廣核新能源(1811.HK)一度飆漲22%創歷史新高
格隆匯8月23日丨中廣核新能源(1811.HK)午後一度飆漲22%,最高報4.42港元創歷史新高價,現漲幅收窄至17.27%,總市值超180億港元。公司日前公吿,上半年預計歸母淨利潤同比增加55%,超過申萬宏源預期的40%-50%增速。申萬宏源假設公司今年上半年火電板塊利潤整體穩定,若要實現整體歸母淨利潤同比增長55%的業績表現,推算公司上半年新能源利潤增速大幅超過發電量增速,一方面體現了新投產機組的較好盈利能力,一方面體現風況偏好情況下,存量機組極高的業績彈性。該行預計公司“十四五”期間將保持每年不低於100萬千瓦的新增風光裝機規模,業績增長前景明確。

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