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《大行報告》摩通:中廣核電力(01816.HK)有估值重評潛力 評級「增持」看2.85元
阿思達克 05-27 15:35
摩根大通發表研究報告,引述中廣核電力(01816.HK)管理層指,在產能添置、使用時間、上網電價而言,大致維持今年營運目標,料今年增長穩定。在中期而言,管理層料中國核能產能增長加快,料至2035年產能將達150GW,遠高於2020年時的50GW。該行認爲核能是中國碳中和國策重要組成部分,對核能產能添置展望正面,並料中廣核電力在現市況下具防守性,且估值有重評潛力,評級「增持」,目標價2.85元。 報告稱,內地近期批準六個核電項目,中廣核電力佔當中其二。在2060年碳中和願景下,公司認爲監管機構每年將批準6至8個項目,而中廣核電力料每年有2至3個項目過關。
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