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港股異動 | 龍源電力高漲超9% 績後受多家券商唱好
格隆匯 09-03 10:43
格隆匯9月3日丨龍源電力(0916.HK)今早盤中一度高漲9.59%至17.36港元,總市值1395億港元。龍源電力於8月29日公佈中期業績,上半年收入為人民幣178.8 億元,同比增長25.7%;歸母淨利潤為人民幣45.4 億元,同比增長36.3%。公司收入主要受上半年在網型風力發電輸出增長20%所驅動;風電業務利潤同比增長27%,佔總營業利潤的97%。瑞信發研報稱表示,公司為其在電力生產企業中的首選,因為該行注意到公司加速盈利增長驅動的催化劑,升目標價30.8%至17港元,維持“跑贏大市”評級;美銀證券發研報稱,龍源電力母公司中國能源投資計劃在未來三年向龍源注入21GW風電資產,高於該行對五年內注入10GW的估計,將目標價由18港元上調至21港元,並重申“買入”評級;興業證券發研報稱,在碳中和背景下,公司加速佈局新能源賽道,母公司資產注入計劃更將助力公司風電和光伏裝機容量快速增長,維持“買入”評級,給予公司目標價 19.29 港元。

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