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綠電概念股反彈,投行普遍升行業個股目標價

格隆匯1月11日丨連續下跌的綠電概念股今日普遍反彈,華潤電力漲6.75%,大唐發電、大唐新能源漲近5%,華電國際、中國電力均漲4%。瑞銀重申對中資可再生能源營運商的正面立場,行業首選為華潤電力、龍源電力及信義能源,三企評級均為“買入”,潤電目標價由29港元升至38港元,龍源目標價由22港元升至30港元,信義能源目標價由7.4港元升至7.7港元。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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