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港A電力股集體上漲 中信稱第三批風光大基地或啟動
格隆匯10月13日丨A股晉控電力、建投能源漲停,內蒙華電漲9%,皖能電力漲7%,廣州發展漲6%,粵電力A、京能電力、大唐發電漲5%;港股華能國際電力漲7%,華電國際漲6%,華潤電力漲5%。中信證券指,部分省份已經下發第三批風光大基地的申報文件,就目前已下發的兩省文件來看,基地項目仍堅持集約整裝開發,且要求最遲不晚於明年上半年開工建設,2024年底前併網投運。推薦華潤電力、華能國際等股。摩通表示,整體而言,內地電力股現水平藴藏良好價值,而作為領先企業,包括華潤電力和中國電力估值均相當於預測明年市賬率0.5倍,以及受近期資金流向及政策支持,應會令該板塊有機會回勇。該行予兩企“增持”評級,目標價分別22港元及5.5港元。


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