交銀國際:維持華潤電力(0836.HK)買入評級 目標價升至26.45港元
交銀國際發表研究報吿表示,預期華潤電力(0836.HK)將對火電板塊採取策略性管理,維持適度的電力供應,以履行社會責任。預計公司2021年火電利用小時仍保持4600小時。
該行指,據彭博新能源財經的數據,今年以來華潤電力為國內第二大綠電賣方,預期公司將繼續探尋機會,以長期合約方式向企業銷售綠電。該行上調21-23年每股盈利預測2-4%,以反映在供電緊張下,市場電價折讓收窄。同時將目標價從19.48港元提升至26.45港元,維持“買入”評級。

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