《大行報告》摩通:中央對火電行業釋出明顯支持信號 首選中國電力(02380.HK)
中資電力股造好,華潤電力(00836.HK)半日股價彈高4.7%。就國家主席習近平近日在《求是》雜誌發表文章中指要正確認識和把握碳達峰碳中和,指有的搞「碳衝鋒」,有的搞「一刀切」,甚至出現「拉閘限電」現像,這些都不符合中央要求,指能源結構、產業結構調整不可能一蹴而就,更不能脫離實際。摩根大通發表報告表示綜合內地政府近期言論,認為中央政府發出明顯信號支持火電行業。
該行認為,在全球大宗商品價格飆升的情況下,中國政府對燃煤發電的態度正在變得更加正面。政府高層官員的評論顯示,習近平強調加了煤炭清潔高效利用、國務院總理李克強早前亦提到支持釋放新增煤電產能和升級燃煤電廠。中國還計劃今年增加煤炭產能3億噸,並設定合理的煤炭價格區間以穩定發電企業的燃料成本。該行認為,所有這些對火電股均屬利好。
摩通表示,中資電力股中首選中國電力(02380.HK),指其進口煤炭佔比較少,該行予其「增持」評級及目標價5.3元。
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