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《大行報告》瑞銀:潤電(00836.HK)料燃煤發電業務本季復甦 受惠煤價回落
阿思達克 11-24 14:30
瑞銀發表研究報告指出,華潤電力(00836.HK)預期由於內地煤價下跌,2021財年第四季的燃煤發電業務將較第三季的表現更好。目前公司約有22日的煤炭庫存,符合發改委要求。此外,公司已於河南、江蘇及廣東啟動上調電價的續約談判。 該行又引述潤電數據顯示,今年10月,公司的燃煤發電利用小時達310小時,按年跌8.5%,風力發電利用小時達219小時,按年增長11.4%。公司亦透露其於燃煤發電及風力發電的利用小時全年指引分別為4,600小時及2,250小時,而今年首十個月分別為3,820小時及2,012小時。公司又指,他們是最早參與9月份綠色電力市場試運行的發電企業之一。 瑞銀對潤電的目標價為29元,評級「買入」。
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