《大行報告》瑞信:從政策變化角度看火電股勝煤企 首選華能(00902.HK)及華電國際(01071.HK)
瑞信發表報告指,內地強勁電力需求及緊張供應致工廠及部分東北地區民居缺電,該行對六個板塊共110間企業進行調查後發現,材料企業對電力短缺最爲脆弱。中央政府正採取行政措施以加大能源供應,對煤電企業提供營運補貼,加大能源儲備,及對高能源消耗行業推行合理的能源管控措施。
於有關情況下,該行看好煤電私人發電企業多於煤企,首選華能(00902.HK)及華電國際(01071.HK),長期而言新能源企業仍看好隆基股份(601012.SH)、龍源電力(00916.HK)及金風科技(02208.HK)。
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