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《大行報告》瑞銀重申對可再生能源營運商正面立場 上調潤電(00836.HK)、龍源電力(00916.HK)及信義能源(03868.HK)目標價
瑞銀髮表報告,重申對中資可再生能源營運商的正面立場,行業首選爲華潤電力(00836.HK)、龍源電力(00916.HK)及信義能源(03868.HK),三企評級均爲「買入」,潤電目標價由29元升至38元,龍源目標價由22元升至30元,信義能源目標價由7.4元升至7.7元。該行同時調整三企於2021年至2024年的盈利預測,由調低10%至調升33%不等。 瑞銀表示,上調行業目標價主要反映多個正面催化劑,包括火電電價上調;中國發展碳交易市場;綠色電價;及龍源獲資產注入。
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