《大行報告》大和升中廣核電力(01816.HK)評級至「跑贏大市」 目標價上調至2.6元
大和發表報告指,中廣核電力(01816.HK)去年第三季的合併發電量按年增長7%,收入則按年上升21.1%至223億元人民幣,較電力收入增長為高,顯示其於該季的平均電價按年有所提升。
該行預期,在電力需求增加下,集團去年第四季的收入按年將有穩健增長。另一方面,集團於「十四五」規劃期間的產能料有溫和增長,其中3.5吉瓦的新產能估計可於今年投入商業營運。
大和將中廣核電力評級由「持有」升至「跑贏大市」,目標價由1.75元上調至2.6元,並調升集團去年每股盈利預測5%,以反映發電量假設提高。該行認為,集團目前估值吸引,相當於今年預測市賬率0.9倍,低於過去七年平均。
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